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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,471 | $102,429-41.9% | $147,096-59.6% | $80,925-26.5% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 24.17% | 135.02%-110.9pp | 419.75%-395.6pp | 35.65%-11.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,111 | $6,649+97.2% | $8,071+62.4% | $4,299+205.0% |
| Admin fee / account holder | $15,075 | $7,957+89.5% | $13,005+15.9% | $6,940+117.2% |