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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 | $46,500 | $96,123-51.6% | $77,361-39.9% | $198,609-76.6% |
| Participation rate | 84.6% | 81.1%+3.5pp | 75.0%+9.6pp | 82.4%+2.2pp |
| Annual return | 20.43% | 2054.81%-2034.4pp | 1011.54%-991.1pp | 202.70%-182.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,023 | $4,975+161.8% | $3,911+233.0% | $6,977+86.7% |
| Admin fee / account holder | $8,459 | $9,471-10.7% | $5,894+43.5% | $19,030-55.5% |