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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 | $26,377 | $88,702-70.3% | $81,780-67.7% | $145,978-81.9% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 14.46% | 1029.12%-1014.7pp | 776.27%-761.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,921 | $4,645+393.4% | $4,321+430.5% | $6,690+242.6% |
| Admin fee / account holder | $3,782 | $8,414-55.1% | $7,384-48.8% | $13,400-71.8% |