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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 | $41,418 | $65,434-36.7% | $98,483-57.9% | $85,847-51.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 30.64% | 21.75%+8.9pp | 1494.38%-1463.7pp | 318.61%-288.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,883 | $3,168-9.0% | $4,276-32.6% | $3,952-27.0% |
| Admin fee / account holder | $6,566 | $4,595+42.9% | $5,953+10.3% | $6,261+4.9% |