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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 | $71,187 | $152,612-53.4% | $125,192-43.1% | $152,897-53.4% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 14.79% | 54.85%-40.1pp | 43.79%-29.0pp | 345.43%-330.6pp |
| Employer contribution / active EE | $333 | $4,947-93.3% | $3,866-91.4% | $4,764-93.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,422 | $13,437-89.4% | $9,704-85.3% | $11,599-87.7% |