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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 | $8,406 | $108,882-92.3% | $96,754-91.3% | $154,746-94.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 70.3%+22.0pp | 80.7%+11.6pp |
| Annual return | 86.62% | 98.39%-11.8pp | 82.04%+4.6pp | 172.34%-85.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,496 | $5,323-53.1% | $4,758-47.5% | $6,730-62.9% |
| Admin fee / account holder | $1,062 | $10,200-89.6% | $8,905-88.1% | $14,365-92.6% |