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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 | $14,757 | $24,618-40.1% | $71,585-79.4% | $82,637-82.1% |
| Participation rate | 95.3% | 68.2%+27.2pp | 68.2%+27.2pp | 68.1%+27.3pp |
| Annual return | 14.84% | 93.17%-78.3pp | 59.26%-44.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,781 | $1,720+119.8% | $2,923+29.3% | $4,126-8.4% |
| Admin fee / account holder | $817 | $3,285-75.1% | $4,712-82.7% | $7,339-88.9% |