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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 | $9,871 | $58,258-83.1% | $81,820-87.9% | $80,925-87.8% |
| Participation rate | 85.2% | 63.5%+21.7pp | 72.4%+12.8pp | 67.7%+17.5pp |
| Annual return | 11.34% | 41.76%-30.4pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,765 | $3,284-46.2% | $4,323-59.2% | $4,299-58.9% |
| Admin fee / account holder | $1,696 | $4,976-65.9% | $7,391-77.1% | $6,940-75.6% |