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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 | $14,380 | $125,778-88.6% | $114,563-87.4% | $154,746-90.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 18.00% | 295.14%-277.1pp | 241.09%-223.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,217 | $4,445-27.6% | $4,142-22.3% | $6,730-52.2% |
| Admin fee / account holder | $435 | $8,190-94.7% | $7,623-94.3% | $14,365-97.0% |