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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 | $11,221 | $49,891-77.5% | $80,607-86.1% | $75,181-85.1% |
| Participation rate | 80.3% | 55.3%+25.0pp | 67.0%+13.3pp | 67.2%+13.1pp |
| Annual return | 26.31% | 34.67%-8.4pp | 936.11%-909.8pp | 160.69%-134.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,387 | $2,991+13.2% | $4,448-23.8% | $4,126-17.9% |
| Admin fee / account holder | $1,177 | $3,578-67.1% | $5,379-78.1% | $5,650-79.2% |