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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 | $33,642 | $176,105-80.9% | $159,474-78.9% | $167,536-79.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 51.12% | 331.91%-280.8pp | 263.68%-212.6pp | 478.82%-427.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,951 | $7,751+28.4% | $7,353+35.3% | $6,342+56.9% |
| Admin fee / account holder | $4,518 | $12,559-64.0% | $10,802-58.2% | $12,315-63.3% |