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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 | $13,508 | $81,749-83.5% | $58,544-76.9% | $139,456-90.3% |
| Participation rate | 95.0% | 61.3%+33.7pp | 50.9%+44.1pp | 80.3%+14.7pp |
| Annual return | 21.45% | 7425.45%-7404.0pp | 4249.56%-4228.1pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,924 | $2,555+92.7% | $1,923+156.1% | $6,711-26.6% |
| Admin fee / account holder | $708 | $3,272-78.4% | $2,520-71.9% | $11,407-93.8% |