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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 | $17,012 | $108,882-84.4% | $96,754-82.4% | $154,746-89.0% |
| Participation rate | 91.3% | 75.1%+16.2pp | 70.3%+21.0pp | 80.7%+10.6pp |
| Annual return | 25.96% | 98.39%-72.4pp | 82.04%-56.1pp | 172.34%-146.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,673 | $5,323+44.1% | $4,758+61.3% | $6,730+14.0% |
| Admin fee / account holder | $1,199 | $10,200-88.2% | $8,905-86.5% | $14,365-91.7% |