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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 | $21,560 | $87,166-75.3% | $76,735-71.9% | $137,256-84.3% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 19.51% | 26.50%-7.0pp | 29.77%-10.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,237 | $4,726+95.4% | $4,088+126.0% | $6,407+44.2% |
| Admin fee / account holder | $4,554 | $8,403-45.8% | $7,189-36.7% | $12,270-62.9% |