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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 | $11,792 | $109,863-89.3% | $98,477-88.0% | $167,518-93.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 15.08% | 1958.09%-1943.0pp | 1493.59%-1478.5pp | 478.71%-463.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,061 | $4,673-55.9% | $4,276-51.8% | $6,342-67.5% |
| Admin fee / account holder | $2,393 | $6,755-64.6% | $5,951-59.8% | $12,312-80.6% |