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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 | $11,213 | $102,595-89.1% | $94,057-88.1% | $154,746-92.8% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 15.63% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,814 | $5,118-25.5% | $4,709-19.0% | $6,730-43.3% |
| Admin fee / account holder | $2,740 | $7,736-64.6% | $7,244-62.2% | $14,365-80.9% |