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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 | $101,539-42.1% | $147,041-60.0% | $74,400-21.0% |
| Participation rate | 73.7% | 75.5%-1.8pp | 82.2%-8.5pp | 67.2%+6.5pp |
| Annual return | 18.36% | 8740.84%-8722.5pp | 419.21%-400.8pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $69 | $3,811-98.2% | $4,935-98.6% | $2,624-97.4% |
| Participant deferral / active EE | $13,786 | $7,304+88.8% | $8,071+70.8% | $4,348+217.0% |
| Admin fee / account holder | $1,061 | $1,749-39.3% | $13,006-91.8% | $1,944-45.4% |