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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 | $20,521 | $103,038-80.1% | $90,324-77.3% | $152,909-86.6% |
| Participation rate | 94.1% | 75.9%+18.2pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 20.54% | 95.25%-74.7pp | 78.15%-57.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,199 | $4,282+68.1% | $3,885+85.3% | $5,851+23.0% |
| Admin fee / account holder | $8,237 | $6,177+33.3% | $5,356+53.8% | $11,601-29.0% |