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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 | $12,051 | $162,529-92.6% | $130,788-90.8% | $154,746-92.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 16.24% | 510.48%-494.2pp | 386.44%-370.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,095 | $4,808-14.8% | $4,137-1.0% | $6,730-39.2% |
| Admin fee / account holder | $6,795 | $7,669-11.4% | $6,673+1.8% | $14,365-52.7% |