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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 | $40,100 | $102,422-60.8% | $147,117-72.7% | $80,959-50.5% |
| Participation rate | 78.2% | 75.9%+2.3pp | 82.2%-4.0pp | 67.7%+10.5pp |
| Annual return | 52.78% | 135.16%-82.4pp | 420.54%-367.8pp | 35.67%+17.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,524 | $6,652+103.3% | $8,065+67.7% | $4,300+214.5% |
| Admin fee / account holder | $4,826 | $7,953-39.3% | $12,993-62.9% | $6,925-30.3% |