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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 | $13,610 | $57,305-76.2% | $86,640-84.3% | $75,173-81.9% |
| Participation rate | 95.3% | 63.2%+32.1pp | 71.7%+23.6pp | 67.2%+28.1pp |
| Annual return | 24.86% | 2674.24%-2649.4pp | 592.52%-567.7pp | 160.72%-135.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,449 | $3,320+64.2% | $4,438+22.8% | $4,126+32.1% |
| Admin fee / account holder | $1,150 | $4,116-72.1% | $5,616-79.5% | $5,651-79.7% |