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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 | $68,434 | $45,152+51.6% | $73,836-7.3% | $59,633+14.8% |
| Participation rate | 95.5% | 64.0%+31.4pp | 73.4%+22.0pp | 68.7%+26.8pp |
| Annual return | -2.58% | 27.40%-30.0pp | 2268.06%-2270.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,275 | $2,573+27.3% | $3,583-8.6% | $3,192+2.6% |
| Admin fee / account holder | $1,723 | $3,515-51.0% | $4,882-64.7% | $4,297-59.9% |