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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 | $129,033 | $72,426+78.2% | $67,560+91.0% | $145,897-11.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 21.80% | 7226.78%-7205.0pp | 3533.50%-3511.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,926 | $4,785-59.8% | $4,004-51.9% | $6,689-71.2% |
| Admin fee / account holder | $7,598 | $5,514+37.8% | $3,994+90.2% | $13,390-43.3% |