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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 | $38,073 | $88,702-57.1% | $81,780-53.4% | $145,978-73.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 9.56% | 1029.12%-1019.6pp | 776.27%-766.7pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,036 | $4,645-13.1% | $4,321-6.6% | $6,690-39.7% |
| Admin fee / account holder | $6,103 | $8,414-27.5% | $7,384-17.3% | $13,400-54.5% |