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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 | $28,127 | $88,815-68.3% | $81,882-65.6% | $145,897-80.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.78% | 1033.75%-1023.0pp | 779.47%-768.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,441 | $4,647-47.5% | $4,323-43.5% | $6,689-63.5% |
| Admin fee / account holder | $2,322 | $8,434-72.5% | $7,360-68.4% | $13,390-82.7% |