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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 | $88,702-88.5% | $81,780-87.5% | $145,978-93.0% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 26.82% | 1029.12%-1002.3pp | 776.27%-749.4pp | 550.52%-523.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,278 | $4,645-51.0% | $4,321-47.3% | $6,690-66.0% |
| Admin fee / account holder | $2,983 | $8,414-64.6% | $7,384-59.6% | $13,400-77.7% |