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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 | $3,687 | $72,071-94.9% | $68,368-94.6% | $137,256-97.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 19.03% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,076 | $4,410-75.6% | $4,123-73.9% | $6,407-83.2% |
| Admin fee / account holder | $457 | $5,336-91.4% | $5,150-91.1% | $12,270-96.3% |