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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 | $68,097-77.0% | $62,929-75.1% | $137,256-88.6% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.0%+10.9pp |
| Annual return | 19.58% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,303 | $4,553-5.5% | $3,888+10.7% | $6,407-32.8% |
| Admin fee / account holder | $613 | $6,521-90.6% | $5,065-87.9% | $12,270-95.0% |