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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 | $19,020 | $99,647-80.9% | $86,439-78.0% | $134,509-85.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 74.95% | 6784.13%-6709.2pp | 4395.55%-4320.6pp | 418.13%-343.2pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,767 | $7,246+7.2% | $6,952+11.7% | $6,400+21.3% |
| Admin fee / account holder | $2,019 | $8,373-75.9% | $6,732-70.0% | $11,427-82.3% |