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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 | $77,603 | $102,663-24.4% | $86,216-10.0% | $139,466-44.4% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 31.41% | 1924.52%-1893.1pp | 1169.42%-1138.0pp | 373.66%-342.3pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,286 | $4,677-8.4% | $3,986+7.5% | $6,712-36.1% |
| Admin fee / account holder | $327 | $8,663-96.2% | $6,853-95.2% | $11,409-97.1% |