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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 | $9,865 | $169,361-94.2% | $129,397-92.4% | $145,877-93.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.69% | 14395.54%-14384.9pp | 9453.98%-9443.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $666 | $4,987-86.7% | $4,167-84.0% | $6,691-90.0% |
| Admin fee / account holder | $1,248 | $9,903-87.4% | $7,679-83.8% | $13,402-90.7% |