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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 | $91,031 | $104,953-13.3% | $84,637+7.6% | $152,909-40.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 357.94% | 373.94%-16.0pp | 258.82%+99.1pp | 345.46%+12.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $822 | $4,691-82.5% | $3,900-78.9% | $5,851-85.9% |
| Admin fee / account holder | $58,160 | $6,244+831.4% | $4,914+1083.5% | $11,601+401.4% |