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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 | $3,574 | $72,071-95.0% | $68,368-94.8% | $137,256-97.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 16.19% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,461 | $4,410-44.2% | $4,123-40.3% | $6,407-61.6% |
| Admin fee / account holder | $962 | $5,336-82.0% | $5,150-81.3% | $12,270-92.2% |