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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 | $20,015 | $61,755-67.6% | $97,161-79.4% | $80,911-75.3% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.6%+20.4pp |
| Annual return | 27.19% | -557.90%+585.1pp | 75.36%-48.2pp | 35.63%-8.4pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,911 | $3,026+326.6% | $4,265+202.7% | $4,297+200.4% |
| Admin fee / account holder | $544 | $5,166-89.5% | $5,647-90.4% | $6,935-92.2% |