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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 | $18,456 | $99,053-81.4% | $88,179-79.1% | $138,895-86.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 26.26% | 78.17%-51.9pp | 64.97%-38.7pp | 145.39%-119.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,454 | $5,225+406.3% | $4,614+473.4% | $6,396+313.6% |
| Admin fee / account holder | $20,289 | $8,748+131.9% | $7,673+164.4% | $12,562+61.5% |