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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 | $6,717 | $72,071-90.7% | $68,368-90.2% | $137,256-95.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 17.22% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,643 | $4,410-40.1% | $4,123-35.9% | $6,407-58.8% |
| Admin fee / account holder | $301 | $5,336-94.4% | $5,150-94.1% | $12,270-97.5% |