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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 | $37,958 | $177,353-78.6% | $158,226-76.0% | $198,609-80.9% |
| Participation rate | 90.9% | 77.0%+13.9pp | 74.8%+16.1pp | 82.4%+8.5pp |
| Annual return | 24.04% | 599.50%-575.5pp | 501.41%-477.4pp | 202.70%-178.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,796 | $4,615+220.6% | $4,317+242.7% | $6,977+112.1% |
| Admin fee / account holder | $8,736 | $10,960-20.3% | $10,217-14.5% | $19,030-54.1% |