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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 | $58,790 | $101,653-42.2% | $147,080-60.0% | $74,459-21.0% |
| Participation rate | 73.7% | 75.6%-1.9pp | 82.2%-8.5pp | 67.2%+6.5pp |
| Annual return | 18.36% | 8754.98%-8736.6pp | 420.17%-401.8pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $69 | $3,813-98.2% | $4,933-98.6% | $2,626-97.4% |
| Participant deferral / active EE | $13,786 | $7,304+88.7% | $8,066+70.9% | $4,350+216.9% |
| Admin fee / account holder | $1,061 | $1,752-39.4% | $12,989-91.8% | $1,945-45.4% |