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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 | $10,902 | $48,337-77.4% | $67,560-83.9% | $80,959-86.5% |
| Participation rate | 77.5% | 66.4%+11.1pp | 72.9%+4.6pp | 67.7%+9.8pp |
| Annual return | 12.39% | 18.26%-5.9pp | 3533.50%-3521.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,334 | $2,928+48.0% | $4,004+8.2% | $4,300+0.8% |
| Admin fee / account holder | $688 | $3,695-81.4% | $3,994-82.8% | $6,925-90.1% |