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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 | $13,312 | $180,749-92.6% | $160,784-91.7% | $137,256-90.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.64% | 2234.46%-2218.8pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,557 | $6,844-18.8% | $6,293-11.7% | $6,407-13.3% |
| Admin fee / account holder | $3,523 | $10,397-66.1% | $9,717-63.7% | $12,270-71.3% |