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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 | $101,539-57.3% | $147,041-70.5% | $74,400-41.7% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 35.95% | 8740.84%-8704.9pp | 419.21%-383.3pp | 1367.51%-1331.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $15,963 | $7,304+118.6% | $8,071+97.8% | $4,348+267.1% |
| Admin fee / account holder | $7,051 | $1,749+303.1% | $13,006-45.8% | $1,944+262.8% |