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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 | $13,875 | $100,895-86.2% | $90,430-84.7% | $158,950-91.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 16.20% | 1725.54%-1709.3pp | 1293.73%-1277.5pp | 302.91%-286.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,409 | $4,347-67.6% | $3,963-64.5% | $5,983-76.5% |
| Admin fee / account holder | $405 | $6,505-93.8% | $5,613-92.8% | $11,248-96.4% |