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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 | $42,083 | $72,403-41.9% | $67,524-37.7% | $145,978-71.2% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 15.27% | 7197.23%-7182.0pp | 3519.41%-3504.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,571 | $4,782+246.5% | $4,001+314.1% | $6,690+147.7% |
| Admin fee / account holder | $3,549 | $5,541-36.0% | $4,001-11.3% | $13,400-73.5% |