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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 | $6,569 | $68,097-90.4% | $62,929-89.6% | $137,256-95.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 22.55% | 1859.11%-1836.6pp | 1063.93%-1041.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,323 | $4,553-49.0% | $3,888-40.3% | $6,407-63.7% |
| Admin fee / account holder | $866 | $6,521-86.7% | $5,065-82.9% | $12,270-92.9% |