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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 | $15,329 | $88,702-82.7% | $81,780-81.3% | $145,978-89.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 15.86% | 1029.12%-1013.3pp | 776.27%-760.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,665 | $4,645-42.6% | $4,321-38.3% | $6,690-60.2% |
| Admin fee / account holder | $3,080 | $8,414-63.4% | $7,384-58.3% | $13,400-77.0% |