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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 | $15,440 | $138,102-88.8% | $125,381-87.7% | $134,532-88.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -0.31% | 750.73%-751.0pp | 572.31%-572.6pp | 418.27%-418.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,548 | $7,801+73.7% | $7,448+81.9% | $6,401+111.7% |
| Admin fee / account holder | $3,465 | $11,568-70.0% | $10,007-65.4% | $11,429-69.7% |