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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 | $8,270 | $68,097-87.9% | $62,929-86.9% | $137,256-94.0% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.0%+10.0pp |
| Annual return | 12.26% | 1859.11%-1846.9pp | 1063.93%-1051.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,752 | $4,553-61.5% | $3,888-54.9% | $6,407-72.7% |
| Admin fee / account holder | $4,755 | $6,521-27.1% | $5,065-6.1% | $12,270-61.2% |