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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 | $100,648 | $82,630+21.8% | $64,105+57.0% | $125,389-19.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | 32.71% | 1489.72%-1457.0pp | 791.24%-758.5pp | 282.24%-249.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,467 | $3,608-59.3% | $2,822-48.0% | $5,352-72.6% |
| Admin fee / account holder | $21,417 | $6,382+235.6% | $4,499+376.0% | $9,541+124.5% |