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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 | $8,037 | $68,097-88.2% | $62,929-87.2% | $137,256-94.1% |
| Participation rate | 91.3% | 77.4%+13.9pp | 73.1%+18.2pp | 80.0%+11.3pp |
| Annual return | 33.65% | 1859.11%-1825.5pp | 1063.93%-1030.3pp | 220.34%-186.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,713 | $4,553-18.5% | $3,888-4.5% | $6,407-42.1% |
| Admin fee / account holder | $4,379 | $6,521-32.9% | $5,065-13.5% | $12,270-64.3% |