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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 | $63,936 | $80,812-20.9% | $160,784-60.2% | $82,448-22.5% |
| Participation rate | 88.5% | 66.2%+22.2pp | 77.0%+11.5pp | 68.1%+20.4pp |
| Annual return | 17.60% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,832 | $4,335+219.0% | $6,293+119.8% | $4,139+234.2% |
| Admin fee / account holder | $10,687 | $7,695+38.9% | $9,717+10.0% | $7,234+47.7% |