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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 | $26,473 | $185,225-85.7% | $142,898-81.5% | $167,536-84.2% |
| Participation rate | 95.7% | 78.5%+17.2pp | 72.0%+23.7pp | 82.1%+13.5pp |
| Annual return | 21.68% | 8558.12%-8536.4pp | 5639.64%-5618.0pp | 478.82%-457.1pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,228 | $4,496-28.2% | $3,838-15.9% | $6,342-49.1% |
| Admin fee / account holder | $912 | $8,032-88.6% | $6,560-86.1% | $12,315-92.6% |