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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 | $101,653-1.8% | $147,080-32.1% | $74,459+34.1% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.2%-12.2pp | 67.2%+2.8pp |
| Annual return | 14.68% | 8754.98%-8740.3pp | 420.17%-405.5pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,742 | $7,304+6.0% | $8,066-4.0% | $4,350+78.0% |
| Admin fee / account holder | $6,802 | $1,752+288.3% | $12,989-47.6% | $1,945+249.7% |