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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 | $22,197 | $108,942-79.6% | $100,415-77.9% | $145,897-84.8% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 14.73% | 58.27%-43.5pp | 49.47%-34.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,433 | $8,461+46.9% | $8,091+53.7% | $6,689+85.9% |
| Admin fee / account holder | $11,561 | $9,702+19.2% | $7,906+46.2% | $13,390-13.7% |