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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 | $26,958 | $88,702-69.6% | $81,780-67.0% | $145,978-81.5% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 11.63% | 1029.12%-1017.5pp | 776.27%-764.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,009 | $4,645-56.8% | $4,321-53.5% | $6,690-70.0% |
| Admin fee / account holder | $2,569 | $8,414-69.5% | $7,384-65.2% | $13,400-80.8% |