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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 | $165,122 | $106,005+55.8% | $92,239+79.0% | $147,585+11.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.40% | 50.05%-33.7pp | 176.29%-159.9pp | 578.58%-562.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,381 | $4,478+64.8% | $3,897+89.4% | $5,439+35.7% |
| Admin fee / account holder | $2,833 | $6,333-55.3% | $5,194-45.4% | $10,886-74.0% |