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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 | $23,181 | $91,167-74.6% | $178,498-87.0% | $79,858-71.0% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 18.71% | 24.19%-5.5pp | 151.09%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,287 | $3,236+156.1% | $5,202+59.3% | $3,740+121.6% |
| Admin fee / account holder | $4,806 | $6,747-28.8% | $13,985-65.6% | $5,306-9.4% |