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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 | $144,859 | $45,152+220.8% | $73,836+96.2% | $59,633+142.9% |
| Participation rate | 84.8% | 64.0%+20.8pp | 73.4%+11.4pp | 68.7%+16.2pp |
| Annual return | 0.99% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,444 | $2,573+228.2% | $3,583+135.7% | $3,192+164.6% |
| Admin fee / account holder | $24,366 | $3,515+593.3% | $4,882+399.1% | $4,297+467.1% |