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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 | $24,498 | $73,518-66.7% | $63,003-61.1% | $147,585-83.4% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 11.67% | 175.46%-163.8pp | 87.59%-75.9pp | 578.57%-566.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,603 | $4,183-37.8% | $3,329-21.8% | $5,439-52.1% |
| Admin fee / account holder | $1,085 | $5,952-81.8% | $3,600-69.9% | $10,885-90.0% |