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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 | $8,140 | $126,113-93.5% | $116,096-93.0% | $155,188-94.8% |
| Participation rate | 89.5% | 75.1%+14.3pp | 73.3%+16.2pp | 80.8%+8.7pp |
| Annual return | 19.11% | 391.72%-372.6pp | 326.25%-307.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,422 | $4,162-65.8% | $3,952-64.0% | $6,531-78.2% |
| Admin fee / account holder | $363 | $8,045-95.5% | $7,704-95.3% | $14,480-97.5% |