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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 | $16,811 | $76,368-78.0% | $67,681-75.2% | $154,746-89.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 11.87% | 1066.77%-1054.9pp | 590.58%-578.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,562 | $4,824-46.9% | $3,976-35.6% | $6,730-61.9% |
| Admin fee / account holder | $547 | $8,559-93.6% | $6,100-91.0% | $14,365-96.2% |