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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 | $11,624 | $101,618-88.6% | $93,063-87.5% | $137,256-91.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 50.99% | 223.95%-173.0pp | 34.15%+16.8pp | 220.34%-169.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,972 | $4,279+133.0% | $3,958+151.9% | $6,407+55.6% |
| Admin fee / account holder | $2,398 | $6,198-61.3% | $6,033-60.2% | $12,270-80.5% |