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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 | $15,583 | $96,678-83.9% | $86,640-82.0% | $139,466-88.8% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 16.35% | 106.69%-90.3pp | 592.52%-576.2pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,072 | $4,837-77.8% | $4,438-75.8% | $6,712-84.0% |
| Admin fee / account holder | $1,672 | $6,410-73.9% | $5,616-70.2% | $11,409-85.3% |