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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 | $167,030-95.6% | $135,768-94.6% | $155,188-95.3% |
| Participation rate | 85.7% | 76.2%+9.6pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 16.57% | 678.39%-661.8pp | 526.10%-509.5pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,722 | $4,528-39.9% | $3,977-31.6% | $6,531-58.3% |
| Admin fee / account holder | $834 | $8,172-89.8% | $7,048-88.2% | $14,480-94.2% |