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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 | $10,928 | $156,927-93.0% | $121,169-91.0% | $139,456-92.2% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 23.41% | 1475.85%-1452.4pp | 986.71%-963.3pp | 373.45%-350.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,770 | $4,848+101.5% | $4,083+139.3% | $6,711+45.6% |
| Admin fee / account holder | $1,029 | $6,946-85.2% | $5,645-81.8% | $11,407-91.0% |