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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 | $12,807 | $110,248-88.4% | $95,728-86.6% | $139,456-90.8% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 19.62% | 27.16%-7.5pp | 28.40%-8.8pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,232 | $4,675+11.9% | $4,245+23.3% | $6,711-22.0% |
| Admin fee / account holder | $655 | $6,607-90.1% | $5,673-88.5% | $11,407-94.3% |