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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 | $72,529 | $84,685-14.4% | $73,836-1.8% | $125,389-42.2% |
| Participation rate | 93.3% | 76.8%+16.6pp | 73.4%+19.9pp | 83.2%+10.1pp |
| Annual return | 2.42% | 3123.80%-3121.4pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,710 | $3,993+93.1% | $3,583+115.2% | $5,352+44.1% |
| Admin fee / account holder | $11,521 | $5,694+102.3% | $4,882+136.0% | $9,541+20.8% |