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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 | $13,429 | $103,038-87.0% | $90,324-85.1% | $152,909-91.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 32.42% | 95.25%-62.8pp | 78.15%-45.7pp | 345.46%-313.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,618 | $4,282+77.9% | $3,885+96.1% | $5,851+30.2% |
| Admin fee / account holder | $645 | $6,177-89.6% | $5,356-88.0% | $11,601-94.4% |