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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 | $11,127 | $49,891-77.7% | $80,607-86.2% | $75,181-85.2% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 14.78% | 34.67%-19.9pp | 936.11%-921.3pp | 160.69%-145.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,404 | $2,991+114.1% | $4,448+44.0% | $4,126+55.2% |
| Admin fee / account holder | $10,250 | $3,578+186.5% | $5,379+90.5% | $5,650+81.4% |