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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 | $23,474 | $117,846-80.1% | $102,434-77.1% | $145,884-83.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.73% | 31.90%-18.2pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $357 | $3,615-90.1% | $3,023-88.2% | $4,662-92.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,239 | $13,356-83.2% | $9,462-76.3% | $13,392-83.3% |