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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 | $15,349 | $104,544-85.3% | $76,657-80.0% | $152,897-90.0% |
| Participation rate | 90.0% | 76.6%+13.4pp | 72.1%+17.9pp | 82.5%+7.5pp |
| Annual return | 10.84% | 1014.36%-1003.5pp | 1166.74%-1155.9pp | 345.43%-334.6pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,236 | $4,236-70.8% | $3,335-62.9% | $5,851-78.9% |
| Admin fee / account holder | $6,630 | $12,286-46.0% | $6,423+3.2% | $11,599-42.8% |