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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 | $6,732 | $100,073-93.3% | $85,126-92.1% | $145,877-95.4% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 12.93% | 84.11%-71.2pp | 66.63%-53.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,393 | $5,294-35.9% | $4,523-25.0% | $6,691-49.3% |
| Admin fee / account holder | $960 | $7,261-86.8% | $6,160-84.4% | $13,402-92.8% |