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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 | $111,785-18.8% | $93,669-3.1% | $145,877-37.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 32.24% | 203.79%-171.5pp | 133.59%-101.4pp | 551.28%-519.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,157 | $4,919-56.2% | $4,416-51.2% | $6,691-67.8% |
| Admin fee / account holder | $431 | $10,256-95.8% | $8,291-94.8% | $13,402-96.8% |