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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 | $63,035 | $100,895-37.5% | $90,430-30.3% | $158,950-60.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.38% | 1725.54%-1708.2pp | 1293.73%-1276.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,459 | $4,347+71.6% | $3,963+88.2% | $5,983+24.7% |
| Admin fee / account holder | $7,017 | $6,505+7.9% | $5,613+25.0% | $11,248-37.6% |