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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 | $6,598 | $110,093-94.0% | $97,295-93.2% | $145,897-95.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 13.85% | 244.76%-230.9pp | 75.62%-61.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,615 | $4,678+41.4% | $4,264+55.2% | $6,689-1.1% |
| Admin fee / account holder | $372 | $6,212-94.0% | $5,646-93.4% | $13,390-97.2% |