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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 | $42,507 | $45,152-5.9% | $73,836-42.4% | $59,633-28.7% |
| Participation rate | 72.7% | 64.0%+8.7pp | 73.4%-0.7pp | 68.7%+4.1pp |
| Annual return | 4.71% | 27.40%-22.7pp | 2268.06%-2263.3pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,753 | $2,573+84.8% | $3,583+32.7% | $3,192+48.9% |
| Admin fee / account holder | $41,846 | $3,515+1090.6% | $4,882+757.2% | $4,297+873.8% |