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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 | $17,304 | $108,922-84.1% | $100,398-82.8% | $145,978-88.1% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 14.13% | 58.04%-43.9pp | 49.32%-35.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,845 | $8,450-30.8% | $8,084-27.7% | $6,690-12.6% |
| Admin fee / account holder | $3,424 | $9,680-64.6% | $7,893-56.6% | $13,400-74.4% |