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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 | $52,615 | $100,938-47.9% | $90,461-41.8% | $158,982-66.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 34.04% | 1727.20%-1693.2pp | 1294.76%-1260.7pp | 302.99%-268.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,696 | $4,350+8.0% | $3,964+18.4% | $5,983-21.5% |
| Admin fee / account holder | $1,848 | $6,510-71.6% | $5,617-67.1% | $11,252-83.6% |