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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 | $73,421-63.0% | $66,439-59.2% | $155,188-82.5% |
| Participation rate | 87.5% | 79.7%+7.8pp | 74.5%+13.0pp | 80.8%+6.7pp |
| Annual return | 18.43% | 1382.37%-1363.9pp | 757.66%-739.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,875 | $4,680+68.3% | $3,876+103.2% | $6,531+20.6% |
| Admin fee / account holder | $3,740 | $8,856-57.8% | $6,173-39.4% | $14,480-74.2% |