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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 | $31,526 | $102,422-69.2% | $147,117-78.6% | $80,959-61.1% |
| Participation rate | 84.8% | 75.9%+8.9pp | 82.2%+2.6pp | 67.7%+17.1pp |
| Annual return | 15.97% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,467 | $6,652+12.3% | $8,065-7.4% | $4,300+73.6% |
| Admin fee / account holder | $992 | $7,953-87.5% | $12,993-92.4% | $6,925-85.7% |