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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 | $34,843 | $150,445-76.8% | $136,297-74.4% | $147,585-76.4% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 16.92% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,375 | $6,631-18.9% | $6,247-14.0% | $5,439-1.2% |
| Admin fee / account holder | $2,804 | $10,906-74.3% | $9,244-69.7% | $10,885-74.2% |