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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 | $15,072 | $97,125-84.5% | $86,233-82.5% | $137,256-89.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.22% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,938 | $5,180-43.3% | $4,559-35.6% | $6,407-54.1% |
| Admin fee / account holder | $3,553 | $9,725-63.5% | $8,342-57.4% | $12,270-71.0% |