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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 | $68,948 | $102,385-32.7% | $147,080-53.1% | $80,935-14.8% |
| Participation rate | 91.1% | 75.9%+15.2pp | 82.2%+8.9pp | 67.7%+23.4pp |
| Annual return | 62.25% | 135.09%-72.8pp | 420.17%-357.9pp | 35.66%+26.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,501 | $6,651+148.1% | $8,066+104.6% | $4,299+283.8% |
| Admin fee / account holder | $4,719 | $7,951-40.7% | $12,989-63.7% | $6,924-31.9% |