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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 | $77,106 | $102,696-24.9% | $86,235-10.6% | $139,487-44.7% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 13.02% | 1925.91%-1912.9pp | 1170.03%-1157.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,243 | $4,679-52.1% | $3,987-43.7% | $6,713-66.6% |
| Admin fee / account holder | $13,183 | $8,667+52.1% | $6,856+92.3% | $11,407+15.6% |