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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 | $12,471 | $105,158-88.1% | $94,672-86.8% | $139,487-91.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 15.35% | 38.11%-22.8pp | 156.89%-141.5pp | 373.84%-358.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,025 | $7,599-7.5% | $7,417-5.3% | $6,713+4.7% |
| Admin fee / account holder | $7,776 | $8,972-13.3% | $7,222+7.7% | $11,407-31.8% |