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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 | $14,551 | $103,000-85.9% | $90,300-83.9% | $152,885-90.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 14.32% | 95.19%-80.9pp | 78.11%-63.8pp | 345.39%-331.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,160 | $4,281-26.2% | $3,884-18.7% | $5,851-46.0% |
| Admin fee / account holder | $1,043 | $6,173-83.1% | $5,353-80.5% | $11,598-91.0% |