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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 | $16,426 | $108,911-84.9% | $100,392-83.6% | $145,884-88.7% |
| Participation rate | 90.9% | 83.0%+7.9pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 10.42% | 58.23%-47.8pp | 49.45%-39.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,661 | $8,459-21.2% | $8,090-17.7% | $6,690-0.4% |
| Admin fee / account holder | $4,365 | $9,698-55.0% | $7,904-44.8% | $13,392-67.4% |