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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 | $6,223 | $70,366-91.2% | $66,674-90.7% | $138,895-95.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 17.54% | 386.41%-368.9pp | 321.24%-303.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $949 | $4,374-78.3% | $4,084-76.8% | $6,396-85.2% |
| Admin fee / account holder | $419 | $5,262-92.0% | $5,098-91.8% | $12,562-96.7% |