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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 | $60,976 | $76,368-20.2% | $67,681-9.9% | $154,746-60.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 13.66% | 1066.77%-1053.1pp | 590.58%-576.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,774 | $4,824+123.3% | $3,976+171.0% | $6,730+60.1% |
| Admin fee / account holder | $563 | $8,559-93.4% | $6,100-90.8% | $14,365-96.1% |