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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 | $88,778-68.3% | $81,844-65.6% | $145,884-80.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.78% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,441 | $4,648-47.5% | $4,323-43.5% | $6,690-63.5% |
| Admin fee / account holder | $2,322 | $8,430-72.5% | $7,355-68.4% | $13,392-82.7% |