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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 | $26,990 | $57,305-52.9% | $86,640-68.8% | $75,173-64.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.38% | 2674.24%-2656.9pp | 592.52%-575.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,544 | $3,320+6.8% | $4,438-20.1% | $4,126-14.1% |
| Admin fee / account holder | $3,964 | $4,116-3.7% | $5,616-29.4% | $5,651-29.9% |