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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 | $46,739 | $99,011-52.8% | $86,582-46.0% | $147,586-68.3% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 17.77% | 1312.75%-1295.0pp | 965.08%-947.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,310 | $3,972+58.8% | $3,609+74.9% | $5,439+16.0% |
| Admin fee / account holder | $9,859 | $5,709+72.7% | $4,904+101.0% | $10,886-9.4% |