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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 | $17,743 | $72,465-75.5% | $67,575-73.7% | $145,884-87.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 11.11% | 7222.56%-7211.4pp | 3528.98%-3517.9pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,616 | $4,786-24.4% | $4,003-9.7% | $6,690-45.9% |
| Admin fee / account holder | $5,742 | $5,515+4.1% | $3,993+43.8% | $13,392-57.1% |