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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 | $43,362 | $101,653-57.3% | $147,080-70.5% | $74,459-41.8% |
| Participation rate | 85.4% | 75.6%+9.8pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 35.95% | 8754.98%-8719.0pp | 420.17%-384.2pp | 1369.70%-1333.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $15,963 | $7,304+118.5% | $8,066+97.9% | $4,350+267.0% |
| Admin fee / account holder | $7,051 | $1,752+302.6% | $12,989-45.7% | $1,945+262.6% |