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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 | $20,739 | $125,778-83.5% | $114,563-81.9% | $154,746-86.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.9%+17.1pp | 80.7%+9.3pp |
| Annual return | 15.98% | 295.14%-279.2pp | 241.09%-225.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,527 | $4,445+69.4% | $4,142+81.7% | $6,730+11.8% |
| Admin fee / account holder | $4,398 | $8,190-46.3% | $7,623-42.3% | $14,365-69.4% |