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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 | $9,865 | $169,161-94.2% | $129,295-92.4% | $145,959-93.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.69% | 14348.07%-14337.4pp | 9429.28%-9418.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $666 | $4,989-86.7% | $4,169-84.0% | $6,689-90.0% |
| Admin fee / account holder | $1,248 | $9,878-87.4% | $7,665-83.7% | $13,398-90.7% |