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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 | $12,508 | $154,754-91.9% | $124,206-89.9% | $138,895-91.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.6%+15.0pp | 79.9%+4.7pp |
| Annual return | 13.92% | 709.28%-695.4pp | 515.27%-501.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,066 | $4,621+9.6% | $3,968+27.7% | $6,396-20.8% |
| Admin fee / account holder | $1,407 | $6,690-79.0% | $5,929-76.3% | $12,562-88.8% |