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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 | $57,439 | $99,011-42.0% | $86,582-33.7% | $147,586-61.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.70% | 1312.75%-1301.0pp | 965.08%-953.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,006 | $3,972+126.7% | $3,609+149.6% | $5,439+65.6% |
| Admin fee / account holder | $2,606 | $5,709-54.3% | $4,904-46.9% | $10,886-76.1% |