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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 | $16,837 | $53,127-68.3% | $86,597-80.6% | $70,131-76.0% |
| Participation rate | 86.3% | 65.3%+21.0pp | 73.5%+12.8pp | 69.5%+16.8pp |
| Annual return | 15.70% | 27.66%-12.0pp | 964.96%-949.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $799 | $2,696-70.4% | $3,609-77.9% | $3,332-76.0% |
| Admin fee / account holder | $1,308 | $3,585-63.5% | $4,906-73.3% | $4,645-71.9% |