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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 | $15,567 | $169,336-90.8% | $129,384-88.0% | $145,884-89.3% |
| Participation rate | 77.3% | 76.5%+0.8pp | 69.6%+7.6pp | 80.3%-3.0pp |
| Annual return | 8.84% | 14408.70%-14399.9pp | 9461.77%-9452.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,013 | $4,985-39.6% | $4,166-27.7% | $6,690-55.0% |
| Admin fee / account holder | $2,254 | $9,912-77.3% | $7,686-70.7% | $13,392-83.2% |