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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 | $99,526 | $100,911-1.4% | $90,440+10.0% | $158,966-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.21% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,128 | $4,348-74.1% | $3,964-71.5% | $5,983-81.1% |
| Admin fee / account holder | $39,988 | $6,507+514.5% | $5,615+612.2% | $11,250+255.4% |