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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 | $103,038-47.1% | $90,324-39.6% | $152,909-64.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 15.09% | 95.25%-80.2pp | 78.15%-63.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,946 | $4,282+38.9% | $3,885+53.0% | $5,851+1.6% |
| Admin fee / account holder | $16,080 | $6,177+160.3% | $5,356+200.3% | $11,601+38.6% |