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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 | $15,698 | $126,113-87.6% | $116,096-86.5% | $155,188-89.9% |
| Participation rate | 95.2% | 75.1%+20.1pp | 73.3%+21.9pp | 80.8%+14.4pp |
| Annual return | 18.52% | 391.72%-373.2pp | 326.25%-307.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,039 | $4,162+93.2% | $3,952+103.4% | $6,531+23.1% |
| Admin fee / account holder | $3,340 | $8,045-58.5% | $7,704-56.6% | $14,480-76.9% |