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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 | $27,303 | $108,911-74.9% | $100,392-72.8% | $145,884-81.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.87% | 58.23%-45.4pp | 49.45%-36.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,115 | $8,459+66.9% | $8,090+74.5% | $6,690+111.0% |
| Admin fee / account holder | $18,635 | $9,698+92.1% | $7,904+135.8% | $13,392+39.2% |