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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 | $21,319 | $103,038-79.3% | $90,324-76.4% | $152,909-86.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 14.40% | 95.25%-80.8pp | 78.15%-63.7pp | 345.46%-331.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,861 | $4,282+36.9% | $3,885+50.8% | $5,851+0.2% |
| Admin fee / account holder | $4,033 | $6,177-34.7% | $5,356-24.7% | $11,601-65.2% |