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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 | $77,456 | $100,895-23.2% | $90,430-14.3% | $158,950-51.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 7.85% | 1725.54%-1717.7pp | 1293.73%-1285.9pp | 302.91%-295.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,605 | $4,347-40.1% | $3,963-34.3% | $5,983-56.5% |
| Admin fee / account holder | $19,787 | $6,505+204.2% | $5,613+252.5% | $11,248+75.9% |