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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 | $74,111 | $154,754-52.1% | $124,206-40.3% | $138,895-46.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.6%+22.7pp | 79.9%+12.4pp |
| Annual return | 14.63% | 709.28%-694.7pp | 515.27%-500.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,430 | $4,621+82.4% | $3,968+112.5% | $6,396+31.8% |
| Admin fee / account holder | $12,865 | $6,690+92.3% | $5,929+117.0% | $12,562+2.4% |