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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 | $40,470 | $102,429-60.5% | $147,096-72.5% | $80,925-50.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 84.87% | 135.02%-50.2pp | 419.75%-334.9pp | 35.65%+49.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,109 | $6,649+37.0% | $8,071+12.9% | $4,299+111.9% |
| Admin fee / account holder | $2,084 | $7,957-73.8% | $13,005-84.0% | $6,940-70.0% |