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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 | $23,298 | $63,346-63.2% | $92,240-74.7% | $70,126-66.8% |
| Participation rate | 83.7% | 68.7%+15.1pp | 76.5%+7.2pp | 69.5%+14.2pp |
| Annual return | 15.70% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,579 | $2,854-44.7% | $3,897-59.5% | $3,332-52.6% |
| Admin fee / account holder | $1,315 | $3,841-65.8% | $5,194-74.7% | $4,645-71.7% |