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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 | $8,613 | $102,595-91.6% | $94,057-90.8% | $154,746-94.4% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 80.7%+14.0pp |
| Annual return | 26.79% | 583.42%-556.6pp | 480.62%-453.8pp | 172.34%-145.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,347 | $5,118-73.7% | $4,709-71.4% | $6,730-80.0% |
| Admin fee / account holder | $795 | $7,736-89.7% | $7,244-89.0% | $14,365-94.5% |