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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 | $23,860 | $72,403-67.0% | $67,524-64.7% | $145,978-83.7% |
| Participation rate | 73.3% | 76.9%-3.5pp | 72.9%+0.4pp | 80.3%-7.0pp |
| Annual return | 10.62% | 7197.23%-7186.6pp | 3519.41%-3508.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,892 | $4,782-39.5% | $4,001-27.7% | $6,690-56.8% |
| Admin fee / account holder | $787 | $5,541-85.8% | $4,001-80.3% | $13,400-94.1% |