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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 | $57,058 | $95,415-40.2% | $185,851-69.3% | $85,851-33.5% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 180.99% | 23.59%+157.4pp | 122.11%+58.9pp | 318.63%-137.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,443 | $3,424+234.2% | $5,569+105.5% | $3,952+189.5% |
| Admin fee / account holder | $1,061 | $7,215-85.3% | $16,245-93.5% | $6,261-83.1% |