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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 | $16,811 | $68,097-75.3% | $62,929-73.3% | $137,256-87.8% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 11.87% | 1859.11%-1847.2pp | 1063.93%-1052.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,562 | $4,553-43.7% | $3,888-34.1% | $6,407-60.0% |
| Admin fee / account holder | $547 | $6,521-91.6% | $5,065-89.2% | $12,270-95.5% |