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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 | $5,589 | $70,366-92.1% | $66,674-91.6% | $138,895-96.0% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 17.67% | 386.41%-368.7pp | 321.24%-303.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,822 | $4,374-58.3% | $4,084-55.4% | $6,396-71.5% |
| Admin fee / account holder | $956 | $5,262-81.8% | $5,098-81.3% | $12,562-92.4% |