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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 | $15,685 | $76,368-79.5% | $67,681-76.8% | $154,746-89.9% |
| Participation rate | 90.9% | 79.0%+12.0pp | 73.7%+17.2pp | 80.7%+10.2pp |
| Annual return | 19.58% | 1066.77%-1047.2pp | 590.58%-571.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,303 | $4,824-10.8% | $3,976+8.2% | $6,730-36.1% |
| Admin fee / account holder | $613 | $8,559-92.8% | $6,100-90.0% | $14,365-95.7% |