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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 | $99,862 | $101,672-1.8% | $147,117-32.1% | $74,478+34.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.2%-12.2pp | 67.2%+2.8pp |
| Annual return | 14.68% | 8757.83%-8743.1pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,742 | $7,305+6.0% | $8,065-4.0% | $4,350+78.0% |
| Admin fee / account holder | $6,802 | $1,753+288.0% | $12,993-47.6% | $1,946+249.6% |