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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 | $5,580 | $72,071-92.3% | $68,368-91.8% | $137,256-95.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 19.35% | 353.14%-333.8pp | 292.57%-273.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,229 | $4,410-49.5% | $4,123-45.9% | $6,407-65.2% |
| Admin fee / account holder | $527 | $5,336-90.1% | $5,150-89.8% | $12,270-95.7% |