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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 | $22,139 | $166,242-86.7% | $165,071-86.6% | $145,884-84.8% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+14.9pp |
| Annual return | 18.92% | 100.44%-81.5pp | 70.17%-51.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,358 | $6,964+34.4% | $6,035+55.1% | $6,690+39.9% |
| Admin fee / account holder | $4,961 | $16,658-70.2% | $12,695-60.9% | $13,392-63.0% |