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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 | $70,737 | $68,097+3.9% | $62,929+12.4% | $137,256-48.5% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 13.57% | 1859.11%-1845.5pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,865 | $4,553+6.9% | $3,888+25.1% | $6,407-24.1% |
| Admin fee / account holder | $3,159 | $6,521-51.6% | $5,065-37.6% | $12,270-74.3% |