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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 | $5,515 | $70,366-92.2% | $66,674-91.7% | $138,895-96.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 18.46% | 386.41%-367.9pp | 321.24%-302.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,039 | $4,374-76.3% | $4,084-74.6% | $6,396-83.8% |
| Admin fee / account holder | $756 | $5,262-85.6% | $5,098-85.2% | $12,562-94.0% |