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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 | $68,097-88.3% | $62,929-87.3% | $137,256-94.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 19.92% | 1859.11%-1839.2pp | 1063.93%-1044.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,233 | $4,553-29.0% | $3,888-16.9% | $6,407-49.5% |
| Admin fee / account holder | $358 | $6,521-94.5% | $5,065-92.9% | $12,270-97.1% |