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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 | $32,694 | $105,200-68.9% | $159,474-79.5% | $85,847-61.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 33.20% | 45.08%-11.9pp | 263.68%-230.5pp | 318.61%-285.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,602 | $5,946+78.3% | $7,353+44.2% | $3,952+168.3% |
| Admin fee / account holder | $7,282 | $6,934+5.0% | $10,802-32.6% | $6,261+16.3% |