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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 | $80,623 | $95,406-15.5% | $185,849-56.6% | $85,847-6.1% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 48.85% | 23.59%+25.3pp | 122.10%-73.2pp | 318.61%-269.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,731 | $3,424+301.1% | $5,569+146.6% | $3,952+247.4% |
| Admin fee / account holder | $7,848 | $7,214+8.8% | $16,244-51.7% | $6,261+25.3% |