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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 | $6,879 | $76,608-91.0% | $56,077-87.7% | $145,877-95.3% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 9.70% | 3009.59%-2999.9pp | 1709.28%-1699.6pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,725 | $2,624+3.8% | $1,954+39.5% | $6,691-59.3% |
| Admin fee / account holder | $1,807 | $3,325-45.7% | $2,825-36.0% | $13,402-86.5% |