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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 | $15,884 | $100,911-84.3% | $90,440-82.4% | $158,966-90.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 12.78% | 1726.62%-1713.8pp | 1294.38%-1281.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,609 | $4,348-17.0% | $3,964-9.0% | $5,983-39.7% |
| Admin fee / account holder | $884 | $6,507-86.4% | $5,615-84.3% | $11,250-92.1% |