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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 | $59,773 | $88,778-32.7% | $81,844-27.0% | $145,884-59.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.41% | 1033.03%-1022.6pp | 778.87%-768.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,582 | $4,648-22.9% | $4,323-17.2% | $6,690-46.5% |
| Admin fee / account holder | $22,211 | $8,430+163.5% | $7,355+202.0% | $13,392+65.9% |