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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 | $15,514 | $69,118-77.6% | $53,647-71.1% | $138,895-88.8% |
| Participation rate | 75.0% | 64.0%+11.0pp | 56.3%+18.7pp | 79.9%-4.9pp |
| Annual return | 10.19% | 248.26%-238.1pp | 358.33%-348.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,335 | $2,274-41.3% | $1,813-26.4% | $6,396-79.1% |
| Admin fee / account holder | $895 | $2,724-67.1% | $2,460-63.6% | $12,562-92.9% |