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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 | $46,433 | $72,446-35.9% | $67,561-31.3% | $145,877-68.2% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 13.24% | 7211.98%-7198.7pp | 3525.44%-3512.2pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,892 | $4,785-18.6% | $4,003-2.8% | $6,691-41.8% |
| Admin fee / account holder | $1,584 | $5,541-71.4% | $4,006-60.4% | $13,402-88.2% |