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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 | $40,014 | $93,124-57.0% | $77,100-48.1% | $134,545-70.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | 125.02% | 62.68%+62.3pp | 42.35%+82.7pp | 418.37%-293.3pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,752 | $5,242+143.3% | $4,430+187.9% | $6,401+99.2% |
| Admin fee / account holder | $2,562 | $6,970-63.2% | $5,443-52.9% | $11,431-77.6% |