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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 | $54,541 | $102,978-47.0% | $90,287-39.6% | $152,870-64.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 15.09% | 95.17%-80.1pp | 78.10%-63.0pp | 345.34%-330.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,946 | $4,281+38.9% | $3,885+53.1% | $5,850+1.6% |
| Admin fee / account holder | $16,080 | $6,171+160.6% | $5,351+200.5% | $11,597+38.7% |