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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 | $15,548 | $114,093-86.4% | $96,171-83.8% | $167,536-90.7% |
| Participation rate | 94.1% | 75.1%+19.1pp | 68.4%+25.7pp | 82.1%+12.0pp |
| Annual return | 17.14% | 190.00%-172.9pp | 192.04%-174.9pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,285 | $5,197+20.9% | $4,350+44.5% | $6,342-0.9% |
| Admin fee / account holder | $2,060 | $6,899-70.1% | $5,538-62.8% | $12,315-83.3% |