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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 | $28,795 | $217,432-86.8% | $185,851-84.5% | $167,553-82.8% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.02% | 148.43%-135.4pp | 122.11%-109.1pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,492 | $6,357-60.8% | $5,569-55.3% | $6,343-60.7% |
| Admin fee / account holder | $2,870 | $19,820-85.5% | $16,245-82.3% | $12,316-76.7% |