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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 | $99,640 | $96,123+3.7% | $77,361+28.8% | $198,609-49.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 13.98% | 2054.81%-2040.8pp | 1011.54%-997.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,348 | $4,975-12.6% | $3,911+11.2% | $6,977-37.7% |
| Admin fee / account holder | $15,689 | $9,471+65.7% | $5,894+166.2% | $19,030-17.6% |