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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 | $13,031 | $70,366-81.5% | $66,674-80.5% | $138,895-90.6% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.7%+13.3pp | 79.9%+7.0pp |
| Annual return | 20.46% | 386.41%-365.9pp | 321.24%-300.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,522 | $4,374-19.5% | $4,084-13.8% | $6,396-44.9% |
| Admin fee / account holder | $812 | $5,262-84.6% | $5,098-84.1% | $12,562-93.5% |