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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 | $75,482 | $185,225-59.2% | $142,898-47.2% | $167,536-54.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.85% | 8558.12%-8541.3pp | 5639.64%-5622.8pp | 478.82%-462.0pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,231 | $4,496-50.4% | $3,838-41.9% | $6,342-64.8% |
| Admin fee / account holder | $312 | $8,032-96.1% | $6,560-95.3% | $12,315-97.5% |