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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 | $35,405 | $150,446-76.5% | $136,297-74.0% | $147,585-76.0% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 18.43% | 1049.14%-1030.7pp | 5156.19%-5137.8pp | 578.58%-560.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,773 | $6,631-28.0% | $6,247-23.6% | $5,439-12.2% |
| Admin fee / account holder | $2,722 | $10,906-75.0% | $9,244-70.6% | $10,886-75.0% |