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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 | $63,544 | $45,152+40.7% | $73,836-13.9% | $59,633+6.6% |
| Participation rate | 83.1% | 64.0%+19.0pp | 73.4%+9.6pp | 68.7%+14.4pp |
| Annual return | -1.31% | 27.40%-28.7pp | 2268.06%-2269.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,062 | $2,573+57.9% | $3,583+13.4% | $3,192+27.3% |
| Admin fee / account holder | $5,446 | $3,515+54.9% | $4,882+11.6% | $4,297+26.7% |