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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 | $69,118 | $88,778-22.1% | $81,844-15.5% | $145,884-52.6% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 10.83% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,767 | $4,648-19.0% | $4,323-12.9% | $6,690-43.7% |
| Admin fee / account holder | $1,778 | $8,430-78.9% | $7,355-75.8% | $13,392-86.7% |