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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 | $23,809 | $89,367-73.4% | $141,191-83.1% | $72,975-67.4% |
| Participation rate | 75.3% | 75.1%+0.1pp | 82.5%-7.2pp | 69.5%+5.8pp |
| Annual return | 60.51% | 111.87%-51.4pp | 71.41%-10.9pp | 81.01%-20.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,181 | $5,419+51.0% | $6,710+21.9% | $3,608+126.8% |
| Admin fee / account holder | $528 | $5,957-91.1% | $10,264-94.9% | $5,124-89.7% |