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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 | $9,422 | $72,403-87.0% | $67,524-86.0% | $145,978-93.5% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 27.94% | 7197.23%-7169.3pp | 3519.41%-3491.5pp | 550.52%-522.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,336 | $4,782-30.3% | $4,001-16.6% | $6,690-50.1% |
| Admin fee / account holder | $1,511 | $5,541-72.7% | $4,001-62.2% | $13,400-88.7% |