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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 | $57,449 | $45,152+27.2% | $73,836-22.2% | $59,633-3.7% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -0.87% | 27.40%-28.3pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,230 | $2,573+64.4% | $3,583+18.0% | $3,192+32.5% |
| Admin fee / account holder | $2,022 | $3,515-42.5% | $4,882-58.6% | $4,297-53.0% |