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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 | $41,981 | $70,366-40.3% | $66,674-37.0% | $138,895-69.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 120.66% | 386.41%-265.7pp | 321.24%-200.6pp | 145.39%-24.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,795 | $4,374-59.0% | $4,084-56.0% | $6,396-71.9% |
| Admin fee / account holder | $628 | $5,262-88.1% | $5,098-87.7% | $12,562-95.0% |