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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 | $70,768 | $72,396-2.2% | $67,511+4.8% | $145,959-51.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 18.60% | 7194.07%-7175.5pp | 3517.41%-3498.8pp | 561.95%-543.4pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,769 | $4,781+41.6% | $4,000+69.2% | $6,689+1.2% |
| Admin fee / account holder | $5,980 | $5,538+8.0% | $3,999+49.5% | $13,398-55.4% |