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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 | $29,676 | $100,938-70.6% | $90,461-67.2% | $158,982-81.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.55% | 1727.20%-1719.7pp | 1294.76%-1287.2pp | 302.99%-295.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,192 | $4,350+19.4% | $3,964+31.0% | $5,983-13.2% |
| Admin fee / account holder | $5,369 | $6,510-17.5% | $5,617-4.4% | $11,252-52.3% |