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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 | $18,054 | $111,535-83.8% | $105,223-82.8% | $137,256-86.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 24.45% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,935 | $5,500+62.5% | $5,072+76.2% | $6,407+39.5% |
| Admin fee / account holder | $2,537 | $9,721-73.9% | $8,859-71.4% | $12,270-79.3% |