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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 | $15,990 | $97,289-83.6% | $92,805-82.8% | $155,188-89.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 280.11% | 29.03%+251.1pp | 31.59%+248.5pp | 148.84%+131.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,912 | $8,795-10.0% | $8,448-6.3% | $6,531+21.1% |
| Admin fee / account holder | $3,722 | $12,015-69.0% | $10,911-65.9% | $14,480-74.3% |