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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 | $19,059 | $148,629-87.2% | $135,982-86.0% | $139,487-86.3% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 21.91% | 79.33%-57.4pp | 68.32%-46.4pp | 373.84%-351.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,119 | $8,102-49.2% | $7,760-46.9% | $6,713-38.6% |
| Admin fee / account holder | $2,387 | $12,406-80.8% | $10,767-77.8% | $11,407-79.1% |