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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 | $4,257 | $72,071-94.1% | $68,368-93.8% | $137,256-96.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 24.33% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,936 | $4,410-56.1% | $4,123-53.0% | $6,407-69.8% |
| Admin fee / account holder | $584 | $5,336-89.0% | $5,150-88.7% | $12,270-95.2% |