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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 | $45,019 | $88,778-49.3% | $81,844-45.0% | $145,884-69.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 10.02% | 1033.03%-1023.0pp | 778.87%-768.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,264 | $4,648-8.3% | $4,323-1.4% | $6,690-36.3% |
| Admin fee / account holder | $3,067 | $8,430-63.6% | $7,355-58.3% | $13,392-77.1% |