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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 | $73,421-17.9% | $66,439-9.3% | $155,188-61.2% |
| Participation rate | 70.0% | 79.7%-9.7pp | 74.5%-4.5pp | 80.8%-10.8pp |
| Annual return | 17.10% | 1382.37%-1365.3pp | 757.66%-740.6pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,285 | $4,680-8.4% | $3,876+10.5% | $6,531-34.4% |
| Admin fee / account holder | $2,817 | $8,856-68.2% | $6,173-54.4% | $14,480-80.5% |