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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 | $60,246 | $96,123-37.3% | $77,361-22.1% | $198,609-69.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 75.0%-5.0pp | 82.4%-12.4pp |
| Annual return | 17.10% | 2054.81%-2037.7pp | 1011.54%-994.4pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,285 | $4,975-13.9% | $3,911+9.6% | $6,977-38.6% |
| Admin fee / account holder | $2,817 | $9,471-70.3% | $5,894-52.2% | $19,030-85.2% |