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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 | $31,622 | $96,388-67.2% | $80,627-60.8% | $139,466-77.3% |
| Participation rate | 81.0% | 73.6%+7.3pp | 67.0%+13.9pp | 80.3%+0.6pp |
| Annual return | 16.55% | 1352.08%-1335.5pp | 936.76%-920.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,898 | $5,224+70.3% | $4,443+100.3% | $6,712+32.6% |
| Admin fee / account holder | $1,975 | $6,603-70.1% | $5,381-63.3% | $11,409-82.7% |