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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 | $14,087 | $54,679-74.2% | $76,119-81.5% | $74,459-81.1% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.2pp | 67.2%+18.1pp |
| Annual return | 35.01% | 31.90%+3.1pp | 361.25%-326.2pp | 1369.70%-1334.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,520 | $3,072+47.1% | $4,259+6.1% | $4,350+3.9% |
| Admin fee / account holder | $451 | $2,238-79.9% | $6,421-93.0% | $1,945-76.8% |