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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 | $7,333 | $154,754-95.3% | $124,206-94.1% | $138,895-94.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 16.57% | 709.28%-692.7pp | 515.27%-498.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,722 | $4,621-41.1% | $3,968-31.4% | $6,396-57.4% |
| Admin fee / account holder | $834 | $6,690-87.5% | $5,929-85.9% | $12,562-93.4% |