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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 | $22,525 | $109,872-79.5% | $98,483-77.1% | $167,536-86.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 27.07% | 1959.31%-1932.2pp | 1494.38%-1467.3pp | 478.82%-451.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,549 | $4,673-45.5% | $4,276-40.4% | $6,342-59.8% |
| Admin fee / account holder | $801 | $6,757-88.1% | $5,953-86.5% | $12,315-93.5% |