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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 | $22,921 | $160,040-85.7% | $147,096-84.4% | $145,877-84.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 60.27% | 98.49%-38.2pp | 419.75%-359.5pp | 551.28%-491.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,066 | $8,429-63.6% | $8,071-62.0% | $6,691-54.2% |
| Admin fee / account holder | $4,938 | $15,050-67.2% | $13,005-62.0% | $13,402-63.2% |