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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 | $12,720 | $88,778-85.7% | $81,844-84.5% | $145,884-91.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 15.87% | 1033.03%-1017.2pp | 778.87%-763.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,808 | $4,648-18.1% | $4,323-11.9% | $6,690-43.1% |
| Admin fee / account holder | $847 | $8,430-90.0% | $7,355-88.5% | $13,392-93.7% |