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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 | $13,707 | $75,962-82.0% | $154,108-91.1% | $64,173-78.6% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | 4.97% | 30.32%-25.3pp | 735.21%-730.2pp | 7.63%-2.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $940 | $3,175-70.4% | $5,081-81.5% | $3,470-72.9% |
| Admin fee / account holder | $2,346 | $5,589-58.0% | $13,411-82.5% | $4,887-52.0% |