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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 | $41,131 | $76,368-46.1% | $67,681-39.2% | $154,746-73.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 73.7%+19.6pp | 80.7%+12.6pp |
| Annual return | 18.06% | 1066.77%-1048.7pp | 590.58%-572.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,732 | $4,824+143.2% | $3,976+195.1% | $6,730+74.3% |
| Admin fee / account holder | $5,459 | $8,559-36.2% | $6,100-10.5% | $14,365-62.0% |