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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 | $39,056 | $68,412-42.9% | $94,679-58.7% | $75,181-48.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 80.8%-10.8pp | 67.2%+2.8pp |
| Annual return | 72.73% | 616.91%-544.2pp | 156.75%-84.0pp | 160.69%-88.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,385 | $6,537+43.6% | $7,417+26.5% | $4,126+127.5% |
| Admin fee / account holder | $2,346 | $5,326-56.0% | $7,233-67.6% | $5,650-58.5% |