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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 | $6,710 | $68,097-90.1% | $62,929-89.3% | $137,256-95.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 14.19% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,006 | $4,553-77.9% | $3,888-74.1% | $6,407-84.3% |
| Admin fee / account holder | $551 | $6,521-91.5% | $5,065-89.1% | $12,270-95.5% |