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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 | $22,793 | $65,434-65.2% | $98,483-76.9% | $85,847-73.4% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.3%+17.8pp |
| Annual return | 14.48% | 21.75%-7.3pp | 1494.38%-1479.9pp | 318.61%-304.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,215 | $3,168+1.5% | $4,276-24.8% | $3,952-18.7% |
| Admin fee / account holder | $613 | $4,595-86.7% | $5,953-89.7% | $6,261-90.2% |