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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 | $165,766 | $102,635+61.5% | $86,209+92.3% | $139,456+18.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 9.51% | 1923.53%-1914.0pp | 1169.05%-1159.5pp | 373.45%-363.9pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,500 | $4,677+60.4% | $3,986+88.2% | $6,711+11.8% |
| Admin fee / account holder | $30,989 | $8,661+257.8% | $6,853+352.2% | $11,407+171.7% |