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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 | $7,359 | $72,403-89.8% | $67,524-89.1% | $145,978-95.0% |
| Participation rate | 91.3% | 76.9%+14.4pp | 72.9%+18.4pp | 80.3%+11.0pp |
| Annual return | 10.91% | 7197.23%-7186.3pp | 3519.41%-3508.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,183 | $4,782-12.5% | $4,001+4.5% | $6,690-37.5% |
| Admin fee / account holder | $1,827 | $5,541-67.0% | $4,001-54.3% | $13,400-86.4% |