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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 | $20,488 | $55,889-63.3% | $76,119-73.1% | $80,935-74.7% |
| Participation rate | 92.0% | 62.1%+29.9pp | 69.1%+22.9pp | 67.7%+24.3pp |
| Annual return | 11.34% | 20.58%-9.2pp | 361.25%-349.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,346 | $3,051+75.2% | $4,259+25.5% | $4,299+24.3% |
| Admin fee / account holder | $950 | $5,241-81.9% | $6,421-85.2% | $6,924-86.3% |