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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 | $58,625 | $99,875-41.3% | $146,866-60.1% | $86,983-32.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 96.33% | 28.10%+68.2pp | 102.85%-6.5pp | 25.83%+70.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,433 | $6,322+96.7% | $7,759+60.2% | $4,194+196.5% |
| Admin fee / account holder | $8,698 | $7,838+11.0% | $13,620-36.1% | $7,856+10.7% |