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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 | $63,337 | $102,385-38.1% | $147,080-56.9% | $80,935-21.7% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 13.11% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,732 | $6,651+61.4% | $8,066+33.0% | $4,299+149.6% |
| Admin fee / account holder | $10,634 | $7,951+33.7% | $12,989-18.1% | $6,924+53.6% |