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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 | $14,710 | $60,119-75.5% | $90,430-83.7% | $79,858-81.6% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 209.28% | 71.94%+137.3pp | 1293.73%-1084.4pp | 31.72%+177.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,856 | $2,938+167.4% | $3,963+98.3% | $3,740+110.0% |
| Admin fee / account holder | $1,393 | $3,976-65.0% | $5,613-75.2% | $5,306-73.7% |