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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 | $88,560 | $82,630+7.2% | $64,105+38.1% | $125,389-29.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.56% | 1489.72%-1489.2pp | 791.24%-790.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,814 | $3,608+33.4% | $2,822+70.6% | $5,352-10.1% |
| Admin fee / account holder | $7,117 | $6,382+11.5% | $4,499+58.2% | $9,541-25.4% |