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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 | $69,226 | $176,688-60.8% | $130,660-47.0% | $152,909-54.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 13.98% | 2693.08%-2679.1pp | 1709.29%-1695.3pp | 345.46%-331.5pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,786 | $4,362+32.6% | $3,603+60.6% | $5,851-1.1% |
| Admin fee / account holder | $3,011 | $7,131-57.8% | $5,463-44.9% | $11,601-74.0% |