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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 | $7,980 | $76,368-89.6% | $67,681-88.2% | $154,746-94.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 19.92% | 1066.77%-1046.9pp | 590.58%-570.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,233 | $4,824-33.0% | $3,976-18.7% | $6,730-52.0% |
| Admin fee / account holder | $358 | $8,559-95.8% | $6,100-94.1% | $14,365-97.5% |