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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 | $9,089 | $92,766-90.2% | $82,763-89.0% | $134,545-93.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 7.99% | 946.97%-939.0pp | 702.45%-694.5pp | 418.37%-410.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,063 | $4,802-57.0% | $4,395-53.1% | $6,401-67.8% |
| Admin fee / account holder | $1,439 | $5,978-75.9% | $5,325-73.0% | $11,431-87.4% |