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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 | $52,353-66.7% | $120,225-85.5% | $82,448-78.9% |
| Participation rate | 74.2% | 58.3%+15.9pp | 69.6%+4.6pp | 68.1%+6.1pp |
| Annual return | 21.96% | 61.85%-39.9pp | 439.23%-417.3pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,645 | $2,627+114.9% | $3,999+41.2% | $4,139+36.4% |
| Admin fee / account holder | $1,378 | $4,363-68.4% | $5,696-75.8% | $7,234-80.9% |