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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 | $47,533 | $99,011-52.0% | $86,582-45.1% | $147,586-67.8% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 14.99% | 1312.75%-1297.8pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,372 | $3,972-15.1% | $3,609-6.6% | $5,439-38.0% |
| Admin fee / account holder | $45,681 | $5,709+700.2% | $4,904+831.5% | $10,886+319.6% |