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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 | $13,709 | $97,125-85.9% | $86,233-84.1% | $137,256-90.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.20% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,683 | $5,180-67.5% | $4,559-63.1% | $6,407-73.7% |
| Admin fee / account holder | $1,019 | $9,725-89.5% | $8,342-87.8% | $12,270-91.7% |