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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 | $55,930-87.5% | $76,089-90.8% | $80,925-91.4% |
| Participation rate | 81.6% | 62.1%+19.5pp | 69.1%+12.5pp | 67.7%+13.9pp |
| Annual return | 15.02% | 20.58%-5.6pp | 360.94%-345.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,866 | $3,051-6.1% | $4,259-32.7% | $4,299-33.3% |
| Admin fee / account holder | $1,000 | $5,241-80.9% | $6,418-84.4% | $6,940-85.6% |