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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 | $6,252 | $88,815-93.0% | $81,882-92.4% | $145,897-95.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.83% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,301 | $4,647-50.5% | $4,323-46.8% | $6,689-65.6% |
| Admin fee / account holder | $2,344 | $8,434-72.2% | $7,360-68.2% | $13,390-82.5% |