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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 | $125,778-87.5% | $114,563-86.3% | $154,746-89.9% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.9%+22.3pp | 80.7%+14.5pp |
| Annual return | 18.52% | 295.14%-276.6pp | 241.09%-222.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,039 | $4,445+80.9% | $4,142+94.1% | $6,730+19.4% |
| Admin fee / account holder | $3,340 | $8,190-59.2% | $7,623-56.2% | $14,365-76.7% |