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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 | $84,658 | $84,6850% | $73,836+14.7% | $125,389-32.5% |
| Participation rate | 78.6% | 76.8%+1.8pp | 73.4%+5.1pp | 83.2%-4.6pp |
| Annual return | 0.70% | 3123.80%-3123.1pp | 2268.06%-2267.4pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,969 | $3,993+149.7% | $3,583+178.2% | $5,352+86.3% |
| Admin fee / account holder | $2,539 | $5,694-55.4% | $4,882-48.0% | $9,541-73.4% |