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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 | $114,013-92.7% | $103,693-92.0% | $155,188-94.6% |
| Participation rate | 84.2% | 75.2%+9.0pp | 72.6%+11.6pp | 80.8%+3.4pp |
| Annual return | 22.83% | 49.31%-26.5pp | 47.61%-24.8pp | 148.84%-126.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,926 | $4,970-21.0% | $4,579-14.3% | $6,531-39.9% |
| Admin fee / account holder | $1,809 | $8,407-78.5% | $7,858-77.0% | $14,480-87.5% |