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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 | $72,446-45.1% | $67,561-41.1% | $145,877-72.7% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.1pp |
| Annual return | 11.77% | 7211.98%-7200.2pp | 3525.44%-3513.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,066 | $4,785-56.8% | $4,003-48.4% | $6,691-69.1% |
| Admin fee / account holder | $3,460 | $5,541-37.5% | $4,006-13.6% | $13,402-74.2% |