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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 | $19,542 | $106,008-81.6% | $92,240-78.8% | $147,586-86.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 17.64% | 50.05%-32.4pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $501 | $4,333-88.4% | $3,680-86.4% | $4,876-89.7% |
| Participant deferral / active EE | $2,002 | $4,478-55.3% | $3,897-48.6% | $5,439-63.2% |
| Admin fee / account holder | $463 | $6,333-92.7% | $5,194-91.1% | $10,886-95.7% |