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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 | $16,067 | $111,785-85.6% | $93,669-82.8% | $145,877-89.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 17.15% | 203.79%-186.6pp | 133.59%-116.4pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,268 | $4,919-13.2% | $4,416-3.4% | $6,691-36.2% |
| Admin fee / account holder | $2,252 | $10,256-78.0% | $8,291-72.8% | $13,402-83.2% |