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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 | $25,549 | $76,368-66.5% | $67,681-62.3% | $154,746-83.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 73.7%+15.2pp | 80.7%+8.2pp |
| Annual return | 44.76% | 1066.77%-1022.0pp | 590.58%-545.8pp | 172.34%-127.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,232 | $4,824+153.6% | $3,976+207.7% | $6,730+81.7% |
| Admin fee / account holder | $3,244 | $8,559-62.1% | $6,100-46.8% | $14,365-77.4% |