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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 | $6,978 | $55,902-87.5% | $76,030-90.8% | $80,959-91.4% |
| Participation rate | 81.6% | 62.1%+19.5pp | 69.1%+12.5pp | 67.7%+13.9pp |
| Annual return | 15.02% | 20.59%-5.6pp | 361.54%-346.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,866 | $3,051-6.1% | $4,257-32.7% | $4,300-33.4% |
| Admin fee / account holder | $1,000 | $5,239-80.9% | $6,421-84.4% | $6,925-85.6% |