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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 | $107,666-85.1% | $102,184-84.4% | $154,746-89.7% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 280.11% | 29.33%+250.8pp | 31.58%+248.5pp | 172.34%+107.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,912 | $8,719-9.3% | $8,309-4.8% | $6,730+17.6% |
| Admin fee / account holder | $3,722 | $12,943-71.2% | $11,609-67.9% | $14,365-74.1% |