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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 | $41,095 | $77,157-46.7% | $108,405-62.1% | $85,851-52.1% |
| Participation rate | 90.2% | 74.7%+15.6pp | 80.1%+10.1pp | 69.3%+20.9pp |
| Annual return | 129.65% | 44.55%+85.1pp | 905.55%-775.9pp | 318.63%-189.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,052 | $5,567+116.5% | $6,563+83.6% | $3,952+204.9% |
| Admin fee / account holder | $8,008 | $5,174+54.8% | $7,297+9.7% | $6,261+27.9% |