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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 | $50,547 | $84,708-40.3% | $75,714-33.2% | $167,536-69.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.8%+15.2pp | 82.1%+7.9pp |
| Annual return | 31.73% | 199.62%-167.9pp | 104.62%-72.9pp | 478.82%-447.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,788 | $4,577+26.4% | $3,820+51.5% | $6,342-8.7% |
| Admin fee / account holder | $729 | $5,358-86.4% | $3,619-79.9% | $12,315-94.1% |