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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 | $39,768 | $72,396-45.1% | $67,511-41.1% | $145,959-72.8% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 11.77% | 7194.07%-7182.3pp | 3517.41%-3505.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,066 | $4,781-56.8% | $4,000-48.4% | $6,689-69.1% |
| Admin fee / account holder | $3,460 | $5,538-37.5% | $3,999-13.5% | $13,398-74.2% |