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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 | $17,490 | $72,071-75.7% | $68,368-74.4% | $137,256-87.3% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 17.11% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,356 | $4,410-46.6% | $4,123-42.9% | $6,407-63.2% |
| Admin fee / account holder | $1,032 | $5,336-80.6% | $5,150-80.0% | $12,270-91.6% |