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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 | $15,001 | $102,595-85.4% | $94,057-84.1% | $154,746-90.3% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 15.24% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,499 | $5,118-70.7% | $4,709-68.2% | $6,730-77.7% |
| Admin fee / account holder | $7,334 | $7,736-5.2% | $7,244+1.2% | $14,365-48.9% |