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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 | $102,938-92.0% | $94,105-91.3% | $138,895-94.1% |
| Participation rate | 90.9% | 74.6%+16.3pp | 71.9%+19.0pp | 79.9%+11.0pp |
| Annual return | 14.81% | 250.28%-235.5pp | 204.55%-189.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,391 | $4,196-43.0% | $3,881-38.4% | $6,396-62.6% |
| Admin fee / account holder | $935 | $6,600-85.8% | $6,199-84.9% | $12,562-92.6% |