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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 | $12,329 | $84,551-85.4% | $61,452-79.9% | $134,532-90.8% |
| Participation rate | 94.4% | 62.2%+32.2pp | 52.6%+41.9pp | 81.2%+13.2pp |
| Annual return | 26.35% | 585.39%-559.0pp | 338.96%-312.6pp | 418.27%-391.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,698 | $2,818+31.2% | $2,125+74.1% | $6,401-42.2% |
| Admin fee / account holder | $450 | $2,587-82.6% | $2,131-78.9% | $11,429-96.1% |