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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 | $109,769 | $72,446+51.5% | $67,561+62.5% | $145,877-24.8% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.4pp | 80.3%+13.0pp |
| Annual return | 11.25% | 7211.98%-7200.7pp | 3525.44%-3514.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,856 | $4,785-61.2% | $4,003-53.6% | $6,691-72.3% |
| Admin fee / account holder | $591 | $5,541-89.3% | $4,006-85.3% | $13,402-95.6% |