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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 | $89,459 | $68,097+31.4% | $62,929+42.2% | $137,256-34.8% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.0%+14.2pp |
| Annual return | 13.22% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,389 | $4,553+18.4% | $3,888+38.6% | $6,407-15.9% |
| Admin fee / account holder | $16,017 | $6,521+145.6% | $5,065+216.3% | $12,270+30.5% |