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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 | $54,558-74.2% | $76,051-81.5% | $74,400-81.1% |
| Participation rate | 85.3% | 60.3%+25.0pp | 69.1%+16.2pp | 67.2%+18.1pp |
| Annual return | 35.01% | 31.83%+3.2pp | 360.42%-325.4pp | 1367.51%-1332.5pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,690-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,520 | $3,065+47.5% | $4,257+6.2% | $4,348+3.9% |
| Admin fee / account holder | $451 | $2,232-79.8% | $6,416-93.0% | $1,944-76.8% |