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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 | $16,401 | $73,518-77.7% | $63,005-74.0% | $147,585-88.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 12.95% | 175.46%-162.5pp | 87.59%-74.6pp | 578.58%-565.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,436 | $4,183-65.7% | $3,329-56.9% | $5,439-73.6% |
| Admin fee / account holder | $436 | $5,952-92.7% | $3,599-87.9% | $10,886-96.0% |