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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 | $48,327-77.4% | $67,575-83.9% | $80,935-86.5% |
| Participation rate | 77.5% | 66.4%+11.1pp | 72.9%+4.6pp | 67.7%+9.8pp |
| Annual return | 12.39% | 18.31%-5.9pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,334 | $2,927+48.1% | $4,003+8.3% | $4,299+0.8% |
| Admin fee / account holder | $688 | $3,692-81.4% | $3,993-82.8% | $6,924-90.1% |