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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 | $23,057 | $117,846-80.4% | $102,434-77.5% | $145,884-84.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 18.63% | 31.90%-13.3pp | 29.46%-10.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $385 | $3,615-89.4% | $3,023-87.3% | $4,662-91.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,651 | $13,356-80.2% | $9,462-72.0% | $13,392-80.2% |