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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 | $52,090 | $88,815-41.3% | $81,882-36.4% | $145,897-64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1033.75%-1017.0pp | 779.47%-762.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,181 | $4,647+54.5% | $4,323+66.1% | $6,689+7.4% |
| Admin fee / account holder | $344 | $8,434-95.9% | $7,360-95.3% | $13,390-97.4% |