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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 | $18,349 | $100,911-81.8% | $90,440-79.7% | $158,966-88.5% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 35.33% | 1726.62%-1691.3pp | 1294.38%-1259.1pp | 302.95%-267.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,791 | $4,348+79.2% | $3,964+96.6% | $5,983+30.2% |
| Admin fee / account holder | $775 | $6,507-88.1% | $5,615-86.2% | $11,250-93.1% |