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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 | $77,565 | $102,382-24.2% | $147,005-47.2% | $80,874-4.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 12.44% | 134.89%-122.5pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,547 | $6,646+179.0% | $8,070+129.8% | $4,297+331.6% |
| Admin fee / account holder | $7,856 | $7,942-1.1% | $13,006-39.6% | $6,935+13.3% |