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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 | $125,778-93.5% | $114,563-92.9% | $154,746-94.7% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.9%+16.6pp | 80.7%+8.8pp |
| Annual return | 19.11% | 295.14%-276.0pp | 241.09%-222.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,422 | $4,445-68.0% | $4,142-65.7% | $6,730-78.9% |
| Admin fee / account holder | $363 | $8,190-95.6% | $7,623-95.2% | $14,365-97.5% |