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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 | $8,225 | $125,778-93.5% | $114,563-92.8% | $154,746-94.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.9%+18.0pp | 80.7%+10.2pp |
| Annual return | 14.81% | 295.14%-280.3pp | 241.09%-226.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,391 | $4,445-46.2% | $4,142-42.3% | $6,730-64.5% |
| Admin fee / account holder | $935 | $8,190-88.6% | $7,623-87.7% | $14,365-93.5% |