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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 | $29,967 | $59,111-49.3% | $86,451-65.3% | $68,490-56.2% |
| Participation rate | 72.4% | 75.2%-2.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | 18.75% | -0.22%+19.0pp | 4398.51%-4379.8pp | -7.85%+26.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,760 | $5,900+99.3% | $6,953+69.1% | $4,028+192.0% |
| Admin fee / account holder | $3,660 | $5,640-35.1% | $6,734-45.7% | $5,403-32.3% |