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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 | $16,002 | $88,815-82.0% | $81,882-80.5% | $145,897-89.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.98% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,652 | $4,647-42.9% | $4,323-38.7% | $6,689-60.4% |
| Admin fee / account holder | $7,369 | $8,434-12.6% | $7,360+0.1% | $13,390-45.0% |