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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 | $3,812 | $88,702-95.7% | $81,780-95.3% | $145,978-97.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 13.30% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,418 | $4,645-69.5% | $4,321-67.2% | $6,690-78.8% |
| Admin fee / account holder | $572 | $8,414-93.2% | $7,384-92.3% | $13,400-95.7% |