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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 | $31,970 | $124,187-74.3% | $108,410-70.5% | $167,518-80.9% |
| Participation rate | 70.0% | 82.3%-12.3pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 321.77% | 1379.80%-1058.0pp | 905.34%-583.6pp | 478.71%-156.9pp |
| Employer contribution / active EE | $66 | $4,187-98.4% | $3,558-98.2% | $4,838-98.6% |
| Participant deferral / active EE | $5,542 | $6,908-19.8% | $6,562-15.5% | $6,342-12.6% |
| Admin fee / account holder | $5,176 | $9,456-45.3% | $7,296-29.0% | $12,312-58.0% |