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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 | $13,947 | $103,008-86.5% | $90,304-84.6% | $152,897-90.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 18.40% | 95.22%-76.8pp | 78.13%-59.7pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,729 | $4,281-59.6% | $3,885-55.5% | $5,851-70.5% |
| Admin fee / account holder | $2,260 | $6,175-63.4% | $5,354-57.8% | $11,599-80.5% |