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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 | $69,591 | $99,652-30.2% | $78,778-11.7% | $147,585-52.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 14.46% | 47.28%-32.8pp | 35.62%-21.2pp | 578.58%-564.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $783 | $3,664-78.6% | $2,958-73.5% | $5,439-85.6% |
| Admin fee / account holder | $461 | $7,155-93.6% | $5,134-91.0% | $10,886-95.8% |