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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 | $72,426-45.1% | $67,560-41.1% | $145,897-72.7% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.1pp |
| Annual return | 11.77% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,066 | $4,785-56.8% | $4,004-48.4% | $6,689-69.1% |
| Admin fee / account holder | $3,460 | $5,514-37.2% | $3,994-13.4% | $13,390-74.2% |