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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 | $10,339 | $109,967-90.6% | $97,197-89.4% | $145,877-92.9% |
| Participation rate | 88.9% | 76.0%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 8.99% | 244.27%-235.3pp | 75.47%-66.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,197 | $4,676+32.5% | $4,263+45.4% | $6,691-7.4% |
| Admin fee / account holder | $2,661 | $6,199-57.1% | $5,637-52.8% | $13,402-80.1% |