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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 | $9,007 | $72,071-87.5% | $68,368-86.8% | $137,256-93.4% |
| Participation rate | 73.7% | 76.2%-2.6pp | 73.8%-0.1pp | 80.0%-6.3pp |
| Annual return | 16.74% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,084 | $4,410-52.7% | $4,123-49.5% | $6,407-67.5% |
| Admin fee / account holder | $719 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |