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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 | $9,780 | $61,125-84.0% | $94,057-89.6% | $87,485-88.8% |
| Participation rate | 89.5% | 64.1%+25.4pp | 73.3%+16.1pp | 68.9%+20.5pp |
| Annual return | 19.57% | 35.20%-15.6pp | 480.62%-461.0pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $4,709-51.1% | $4,274-46.1% |
| Admin fee / account holder | $829 | $5,629-85.3% | $7,244-88.6% | $7,775-89.3% |