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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 | $29,279 | $72,426-59.6% | $67,560-56.7% | $145,897-79.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.93% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,446 | $4,785-48.9% | $4,004-38.9% | $6,689-63.4% |
| Admin fee / account holder | $600 | $5,514-89.1% | $3,994-85.0% | $13,390-95.5% |