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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 | $96,391 | $45,152+113.5% | $73,836+30.5% | $59,633+61.6% |
| Participation rate | 76.5% | 64.0%+12.5pp | 73.4%+3.0pp | 68.7%+7.8pp |
| Annual return | -0.02% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,132 | $2,573+177.2% | $3,583+99.0% | $3,192+123.4% |
| Admin fee / account holder | $11,532 | $3,515+228.1% | $4,882+136.2% | $4,297+168.4% |