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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 | $16,424 | $100,911-83.7% | $90,440-81.8% | $158,966-89.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 10.22% | 1726.62%-1716.4pp | 1294.38%-1284.2pp | 302.95%-292.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,267 | $4,348-24.9% | $3,964-17.6% | $5,983-45.4% |
| Admin fee / account holder | $3,068 | $6,507-52.9% | $5,615-45.4% | $11,250-72.7% |