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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 | $102,616 | $72,403+41.7% | $67,524+52.0% | $145,978-29.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 9.76% | 7197.23%-7187.5pp | 3519.41%-3509.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,789 | $4,782-20.8% | $4,001-5.3% | $6,690-43.4% |
| Admin fee / account holder | $49,938 | $5,541+801.2% | $4,001+1148.2% | $13,400+272.7% |