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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 | $14,300 | $51,638-72.3% | $68,368-79.1% | $82,448-82.7% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 20.07% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,975 | $2,914+2.1% | $4,123-27.8% | $4,139-28.1% |
| Admin fee / account holder | $1,011 | $4,643-78.2% | $5,150-80.4% | $7,234-86.0% |