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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 | $14,919 | $210,698-92.9% | $178,014-91.6% | $145,959-89.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.25% | 386.27%-370.0pp | 294.80%-278.6pp | 561.95%-545.7pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,772 | $6,958-45.8% | $6,276-39.9% | $6,689-43.6% |
| Admin fee / account holder | $7,888 | $12,016-34.4% | $10,362-23.9% | $13,398-41.1% |