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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 | $23,806 | $103,038-76.9% | $90,324-73.6% | $152,909-84.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 22.63% | 95.25%-72.6pp | 78.15%-55.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,072 | $4,282-51.6% | $3,885-46.7% | $5,851-64.6% |
| Admin fee / account holder | $356 | $6,177-94.2% | $5,356-93.3% | $11,601-96.9% |