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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 | $9,789 | $103,000-90.5% | $90,300-89.2% | $152,885-93.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 255.98% | 95.19%+160.8pp | 78.11%+177.9pp | 345.39%-89.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,110 | $4,281+19.4% | $3,884+31.5% | $5,851-12.7% |
| Admin fee / account holder | $444 | $6,173-92.8% | $5,353-91.7% | $11,598-96.2% |