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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 | $14,949 | $99,011-84.9% | $86,582-82.7% | $147,586-89.9% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 8.84% | 1312.75%-1303.9pp | 965.08%-956.2pp | 578.59%-569.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $711 | $3,972-82.1% | $3,609-80.3% | $5,439-86.9% |
| Admin fee / account holder | $10,165 | $5,709+78.1% | $4,904+107.3% | $10,886-6.6% |