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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 | $53,063-67.2% | $124,206-86.0% | $82,637-78.9% |
| Participation rate | 74.2% | 58.4%+15.8pp | 69.6%+4.6pp | 68.1%+6.1pp |
| Annual return | 21.96% | 68.87%-46.9pp | 515.27%-493.3pp | 53.51%-31.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,645 | $2,644+113.5% | $3,968+42.3% | $4,126+36.8% |
| Admin fee / account holder | $1,378 | $4,281-67.8% | $5,929-76.8% | $7,339-81.2% |