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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 | $19,985 | $55,457-64.0% | $77,361-74.2% | $94,015-78.7% |
| Participation rate | 90.2% | 69.8%+20.4pp | 75.0%+15.3pp | 70.8%+19.4pp |
| Annual return | 17.54% | 15.57%+2.0pp | 1011.54%-994.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,352 | $3,069+41.8% | $3,911+11.3% | $4,249+2.4% |
| Admin fee / account holder | $2,915 | $4,334-32.7% | $5,894-50.5% | $8,951-67.4% |