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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 | $18,164 | $103,000-82.4% | $90,300-79.9% | $152,885-88.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 19.86% | 95.19%-75.3pp | 78.11%-58.3pp | 345.39%-325.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,027 | $4,281-29.3% | $3,884-22.1% | $5,851-48.3% |
| Admin fee / account holder | $20,750 | $6,173+236.1% | $5,353+287.6% | $11,598+78.9% |