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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 | $90,718 | $111,878-18.9% | $93,727-3.2% | $145,897-37.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 32.24% | 204.28%-172.0pp | 133.83%-101.6pp | 552.29%-520.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,157 | $4,920-56.2% | $4,417-51.2% | $6,689-67.8% |
| Admin fee / account holder | $431 | $10,256-95.8% | $8,292-94.8% | $13,390-96.8% |