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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 | $16,463 | $60,128-72.6% | $90,440-81.8% | $79,852-79.4% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 22.87% | 71.95%-49.1pp | 1294.38%-1271.5pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,290 | $2,939+80.0% | $3,964+33.5% | $3,740+41.4% |
| Admin fee / account holder | $400 | $3,977-90.0% | $5,615-92.9% | $5,306-92.5% |