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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 | $8,327 | $70,366-88.2% | $66,674-87.5% | $138,895-94.0% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.7%+10.5pp | 79.9%+4.3pp |
| Annual return | 22.83% | 386.41%-363.6pp | 321.24%-298.4pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,926 | $4,374-10.3% | $4,084-3.9% | $6,396-38.6% |
| Admin fee / account holder | $1,809 | $5,262-65.6% | $5,098-64.5% | $12,562-85.6% |