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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 | $14,097 | $100,139-85.9% | $85,187-83.5% | $145,884-90.3% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 11.41% | 84.15%-72.7pp | 66.67%-55.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,604 | $5,296-50.8% | $4,525-42.4% | $6,690-61.1% |
| Admin fee / account holder | $969 | $7,262-86.7% | $6,162-84.3% | $13,392-92.8% |