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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 | $5,129 | $88,815-94.2% | $81,882-93.7% | $145,897-96.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 13.35% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,901 | $4,647-37.6% | $4,323-32.9% | $6,689-56.6% |
| Admin fee / account holder | $472 | $8,434-94.4% | $7,360-93.6% | $13,390-96.5% |