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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 | $8,586 | $111,535-92.3% | $105,223-91.8% | $137,256-93.7% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 16.84% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,460 | $5,500-18.9% | $5,072-12.1% | $6,407-30.4% |
| Admin fee / account holder | $1,441 | $9,721-85.2% | $8,859-83.7% | $12,270-88.3% |