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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 | $17,711 | $121,677-85.4% | $104,625-83.1% | $158,966-88.9% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | 23.06% | 465.58%-442.5pp | 340.60%-317.5pp | 302.95%-279.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,066 | $4,175+93.2% | $3,738+115.8% | $5,983+34.8% |
| Admin fee / account holder | $3,133 | $7,777-59.7% | $6,465-51.5% | $11,250-72.1% |