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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 | $78,393 | $104,544-25.0% | $76,657+2.3% | $152,897-48.7% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.5%+5.0pp |
| Annual return | 24.32% | 1014.36%-990.0pp | 1166.74%-1142.4pp | 345.43%-321.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,324 | $4,236+238.2% | $3,335+329.4% | $5,851+144.8% |
| Admin fee / account holder | $5,317 | $12,286-56.7% | $6,423-17.2% | $11,599-54.2% |