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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 | $17,420 | $56,431-69.1% | $130,788-86.7% | $87,485-80.1% |
| Participation rate | 74.2% | 58.9%+15.2pp | 70.1%+4.1pp | 68.9%+5.3pp |
| Annual return | 21.96% | 91.27%-69.3pp | 386.44%-364.5pp | 26.06%-4.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,645 | $2,749+105.3% | $4,137+36.5% | $4,274+32.1% |
| Admin fee / account holder | $1,378 | $4,433-68.9% | $6,673-79.3% | $7,775-82.3% |