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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 | $27,136 | $76,368-64.5% | $67,681-59.9% | $154,746-82.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 18.43% | 1066.77%-1048.3pp | 590.58%-572.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,875 | $4,824+63.2% | $3,976+98.1% | $6,730+17.0% |
| Admin fee / account holder | $3,740 | $8,559-56.3% | $6,100-38.7% | $14,365-74.0% |