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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 | $72,446-59.6% | $67,561-56.7% | $145,877-79.9% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.93% | 7211.98%-7200.1pp | 3525.44%-3513.5pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,446 | $4,785-48.9% | $4,003-38.9% | $6,691-63.4% |
| Admin fee / account holder | $600 | $5,541-89.2% | $4,006-85.0% | $13,402-95.5% |