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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 | $15,487 | $122,962-87.4% | $71,585-78.4% | $138,895-88.9% |
| Participation rate | 94.7% | 68.9%+25.9pp | 68.2%+26.6pp | 79.9%+14.8pp |
| Annual return | 15.37% | 37.84%-22.5pp | 59.26%-43.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,679 | $4,311-61.1% | $2,923-42.6% | $6,396-73.8% |
| Admin fee / account holder | $9,650 | $6,488+48.7% | $4,712+104.8% | $12,562-23.2% |