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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 | $15,410 | $108,882-85.8% | $96,754-84.1% | $154,746-90.0% |
| Participation rate | 95.2% | 75.1%+20.2pp | 70.3%+25.0pp | 80.7%+14.5pp |
| Annual return | 18.68% | 98.39%-79.7pp | 82.04%-63.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,585 | $5,323-32.6% | $4,758-24.7% | $6,730-46.7% |
| Admin fee / account holder | $811 | $10,200-92.0% | $8,905-90.9% | $14,365-94.4% |