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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 | $4,727 | $88,815-94.7% | $81,882-94.2% | $145,897-96.8% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.57% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,099 | $4,647-33.3% | $4,323-28.3% | $6,689-53.7% |
| Admin fee / account holder | $1,405 | $8,434-83.3% | $7,360-80.9% | $13,390-89.5% |