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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 | $56,875 | $105,160-45.9% | $94,679-39.9% | $139,456-59.2% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 230.17% | 38.04%+192.1pp | 156.75%+73.4pp | 373.45%-143.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,061 | $7,599-46.6% | $7,417-45.2% | $6,711-39.5% |
| Admin fee / account holder | $3,346 | $8,988-62.8% | $7,233-53.7% | $11,407-70.7% |