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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 | $34,392 | $68,097-49.5% | $62,929-45.3% | $137,256-74.9% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 12.86% | 1859.11%-1846.3pp | 1063.93%-1051.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,522 | $4,553-22.6% | $3,888-9.4% | $6,407-45.0% |
| Admin fee / account holder | $609 | $6,521-90.7% | $5,065-88.0% | $12,270-95.0% |