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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 | $56,495 | $71,353-20.8% | $92,805-39.1% | $86,983-35.1% |
| Participation rate | 85.7% | 80.9%+4.8pp | 83.5%+2.2pp | 69.5%+16.2pp |
| Annual return | 358.18% | 44.68%+313.5pp | 31.59%+326.6pp | 25.83%+332.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,843 | $6,966+70.0% | $8,448+40.2% | $4,194+182.4% |
| Admin fee / account holder | $1,091 | $6,099-82.1% | $10,911-90.0% | $7,856-86.1% |