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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 | $9,557 | $111,535-91.4% | $105,223-90.9% | $137,256-93.0% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 18.87% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,567 | $5,500-53.3% | $5,072-49.4% | $6,407-59.9% |
| Admin fee / account holder | $839 | $9,721-91.4% | $8,859-90.5% | $12,270-93.2% |