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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 | $5,890 | $70,366-91.6% | $66,674-91.2% | $138,895-95.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 20.40% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,070 | $4,374-52.7% | $4,084-49.3% | $6,396-67.6% |
| Admin fee / account holder | $1,118 | $5,262-78.8% | $5,098-78.1% | $12,562-91.1% |