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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 | $46,085 | $102,429-55.0% | $147,096-68.7% | $80,925-43.1% |
| Participation rate | 90.6% | 75.9%+14.8pp | 82.2%+8.4pp | 67.7%+23.0pp |
| Annual return | 43.33% | 135.02%-91.7pp | 419.75%-376.4pp | 35.65%+7.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $16,904 | $6,649+154.2% | $8,071+109.4% | $4,299+293.2% |
| Admin fee / account holder | $4,693 | $7,957-41.0% | $13,005-63.9% | $6,940-32.4% |