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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 | $68,097-60.2% | $62,929-56.9% | $137,256-80.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 18.43% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,875 | $4,553+73.0% | $3,888+102.5% | $6,407+22.9% |
| Admin fee / account holder | $3,740 | $6,521-42.7% | $5,065-26.2% | $12,270-69.5% |