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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 | $8,219 | $49,891-83.5% | $80,607-89.8% | $75,181-89.1% |
| Participation rate | 85.3% | 55.3%+30.0pp | 67.0%+18.3pp | 67.2%+18.1pp |
| Annual return | 19.56% | 34.67%-15.1pp | 936.11%-916.5pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,354 | $2,991-21.3% | $4,448-47.1% | $4,126-42.9% |
| Admin fee / account holder | $918 | $3,578-74.3% | $5,379-82.9% | $5,650-83.8% |