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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 | $19,582 | $108,882-82.0% | $96,754-79.8% | $154,746-87.3% |
| Participation rate | 88.2% | 75.1%+13.2pp | 70.3%+18.0pp | 80.7%+7.5pp |
| Annual return | 15.69% | 98.39%-82.7pp | 82.04%-66.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,267 | $5,323-19.8% | $4,758-10.3% | $6,730-36.6% |
| Admin fee / account holder | $7,105 | $10,200-30.4% | $8,905-20.2% | $14,365-50.5% |