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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 | $14,313 | $109,372-86.9% | $89,414-84.0% | $158,966-91.0% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 13.46% | 345.55%-332.1pp | 245.50%-232.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,046 | $4,598-55.5% | $3,890-47.4% | $5,983-65.8% |
| Admin fee / account holder | $705 | $6,156-88.5% | $4,883-85.6% | $11,250-93.7% |