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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 | $10,198 | $88,778-88.5% | $81,844-87.5% | $145,884-93.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 26.82% | 1033.03%-1006.2pp | 778.87%-752.1pp | 551.85%-525.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,278 | $4,648-51.0% | $4,323-47.3% | $6,690-66.0% |
| Admin fee / account holder | $2,983 | $8,430-64.6% | $7,355-59.5% | $13,392-77.7% |