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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 | $29,884 | $175,231-82.9% | $149,696-80.0% | $139,466-78.6% |
| Participation rate | 73.3% | 83.4%-10.1pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 64.64% | 166.77%-102.1pp | 134.46%-69.8pp | 373.66%-309.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,121 | $6,521-36.8% | $5,682-27.5% | $6,712-38.6% |
| Admin fee / account holder | $4,317 | $16,155-73.3% | $13,212-67.3% | $11,409-62.2% |