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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 | $68,578 | $158,852-56.8% | $121,220-43.4% | $135,380-49.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 5021.29% | -0.64%+5021.9pp | 16.94%+5004.3pp | 519.81%+4501.5pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,646 | $4,006+65.9% | $3,345+98.7% | $5,609+18.5% |
| Admin fee / account holder | $924 | $6,515-85.8% | $5,021-81.6% | $10,828-91.5% |