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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 | $27,715 | $157,304-82.4% | $141,197-80.4% | $152,909-81.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 7641.88% | 64.34%+7577.5pp | 71.41%+7570.5pp | 345.46%+7296.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,380 | $7,111-66.5% | $6,710-64.5% | $5,851-59.3% |
| Admin fee / account holder | $516 | $12,126-95.7% | $10,265-95.0% | $11,601-95.6% |