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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 | $48,135 | $68,398-29.6% | $94,664-49.2% | $75,173-36.0% |
| Participation rate | 92.0% | 76.1%+15.9pp | 80.8%+11.2pp | 67.2%+24.8pp |
| Annual return | 191.12% | 616.72%-425.6pp | 156.84%+34.3pp | 160.72%+30.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,650 | $6,537+78.2% | $7,417+57.1% | $4,126+182.3% |
| Admin fee / account holder | $4,764 | $5,324-10.5% | $7,222-34.0% | $5,651-15.7% |