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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 | $32,473 | $68,398-52.5% | $94,664-65.7% | $75,173-56.8% |
| Participation rate | 84.6% | 76.1%+8.5pp | 80.8%+3.8pp | 67.2%+17.4pp |
| Annual return | 45.59% | 616.72%-571.1pp | 156.84%-111.3pp | 160.72%-115.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,052 | $6,537+115.0% | $7,417+89.4% | $4,126+240.5% |
| Admin fee / account holder | $2,475 | $5,324-53.5% | $7,222-65.7% | $5,651-56.2% |