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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 | $30,408 | $126,519-76.0% | $106,201-71.4% | $145,959-79.2% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 16.04% | 225.10%-209.1pp | 116.26%-100.2pp | 561.95%-545.9pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,390 | $5,716+11.8% | $5,012+27.5% | $6,689-4.5% |
| Admin fee / account holder | $1,447 | $17,312-91.6% | $11,039-86.9% | $13,398-89.2% |