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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 | $5,884 | $69,252-91.5% | $64,099-90.8% | $139,456-95.8% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 18.40% | 45.89%-27.5pp | 33.70%-15.3pp | 373.45%-355.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,336 | $4,683-50.1% | $3,881-39.8% | $6,711-65.2% |
| Admin fee / account holder | $1,511 | $4,248-64.4% | $3,070-50.8% | $11,407-86.8% |