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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 | $18,329 | $73,421-75.0% | $66,439-72.4% | $155,188-88.2% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 22.53% | 1382.37%-1359.8pp | 757.66%-735.1pp | 148.84%-126.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,367 | $4,680+57.4% | $3,876+90.1% | $6,531+12.8% |
| Admin fee / account holder | $660 | $8,856-92.6% | $6,173-89.3% | $14,480-95.4% |