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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 | $16,683 | $111,878-85.1% | $93,727-82.2% | $145,897-88.6% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 12.72% | 204.28%-191.6pp | 133.83%-121.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,424 | $4,920+71.2% | $4,417+90.7% | $6,689+25.9% |
| Admin fee / account holder | $6,018 | $10,256-41.3% | $8,292-27.4% | $13,390-55.1% |