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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 | $22,603 | $107,733-79.0% | $92,985-75.7% | $154,746-85.4% |
| Participation rate | 93.8% | 74.6%+19.2pp | 69.5%+24.3pp | 80.7%+13.0pp |
| Annual return | 2709.95% | 30.39%+2679.6pp | 27.99%+2682.0pp | 172.34%+2537.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,341 | $5,053-33.9% | $4,377-23.7% | $6,730-50.4% |
| Admin fee / account holder | $4,517 | $11,369-60.3% | $9,463-52.3% | $14,365-68.6% |