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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 | $14,923 | $114,093-86.9% | $96,171-84.5% | $167,536-91.1% |
| Participation rate | 94.4% | 75.1%+19.4pp | 68.4%+26.0pp | 82.1%+12.3pp |
| Annual return | 488.26% | 190.00%+298.3pp | 192.04%+296.2pp | 478.82%+9.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,389 | $5,197+42.2% | $4,350+69.9% | $6,342+16.5% |
| Admin fee / account holder | $558 | $6,899-91.9% | $5,538-89.9% | $12,315-95.5% |