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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 | $16,423 | $101,618-83.8% | $93,063-82.4% | $137,256-88.0% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 15.74% | 223.95%-208.2pp | 34.15%-18.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,147 | $4,279-26.5% | $3,958-20.5% | $6,407-50.9% |
| Admin fee / account holder | $1,654 | $6,198-73.3% | $6,033-72.6% | $12,270-86.5% |