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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 | $14,603 | $105,160-86.1% | $94,679-84.6% | $139,456-89.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 39.72% | 38.04%+1.7pp | 156.75%-117.0pp | 373.45%-333.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,920 | $7,599-8.9% | $7,417-6.7% | $6,711+3.1% |
| Admin fee / account holder | $1,650 | $8,988-81.6% | $7,233-77.2% | $11,407-85.5% |