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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 | $9,830 | $68,097-85.6% | $62,929-84.4% | $137,256-92.8% |
| Participation rate | 95.5% | 77.4%+18.0pp | 73.1%+22.3pp | 80.0%+15.5pp |
| Annual return | 18.11% | 1859.11%-1841.0pp | 1063.93%-1045.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,552 | $4,5530% | $3,888+17.1% | $6,407-28.9% |
| Admin fee / account holder | $1,121 | $6,521-82.8% | $5,065-77.9% | $12,270-90.9% |