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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 | $6,805 | $88,778-92.3% | $81,844-91.7% | $145,884-95.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.63% | 1033.03%-1019.4pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,942 | $4,648+6.3% | $4,323+14.3% | $6,690-26.1% |
| Admin fee / account holder | $3,488 | $8,430-58.6% | $7,355-52.6% | $13,392-74.0% |