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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 | $11,010 | $100,139-89.0% | $85,187-87.1% | $145,884-92.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.96% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,294 | $5,296-75.6% | $4,525-71.4% | $6,690-80.7% |
| Admin fee / account holder | $678 | $7,262-90.7% | $6,162-89.0% | $13,392-94.9% |