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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 | $72,403-2.3% | $67,524+4.8% | $145,978-51.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 18.60% | 7197.23%-7178.6pp | 3519.41%-3500.8pp | 550.52%-531.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,769 | $4,782+41.5% | $4,001+69.2% | $6,690+1.2% |
| Admin fee / account holder | $5,980 | $5,541+7.9% | $4,001+49.5% | $13,400-55.4% |