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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 | $72,465-2.3% | $67,575+4.7% | $145,884-51.5% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 18.60% | 7222.56%-7204.0pp | 3528.98%-3510.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,769 | $4,786+41.4% | $4,003+69.1% | $6,690+1.2% |
| Admin fee / account holder | $5,980 | $5,515+8.4% | $3,993+49.8% | $13,392-55.3% |