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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 | $13,986 | $88,815-84.3% | $81,882-82.9% | $145,897-90.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1033.75%-1017.8pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,724 | $4,647-41.4% | $4,323-37.0% | $6,689-59.3% |
| Admin fee / account holder | $892 | $8,434-89.4% | $7,360-87.9% | $13,390-93.3% |