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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 | $18,334 | $72,071-74.6% | $68,368-73.2% | $137,256-86.6% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 14.58% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,660 | $4,410+28.4% | $4,123+37.3% | $6,407-11.7% |
| Admin fee / account holder | $11,028 | $5,336+106.7% | $5,150+114.2% | $12,270-10.1% |