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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 | $13,262 | $102,595-87.1% | $94,057-85.9% | $154,746-91.4% |
| Participation rate | 77.3% | 76.0%+1.3pp | 73.3%+3.9pp | 80.7%-3.4pp |
| Annual return | 14.21% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,310 | $5,118-15.8% | $4,709-8.5% | $6,730-36.0% |
| Admin fee / account holder | $739 | $7,736-90.4% | $7,244-89.8% | $14,365-94.9% |