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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 | $101,618-79.6% | $93,063-77.7% | $137,256-84.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 15.98% | 223.95%-208.0pp | 34.15%-18.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,527 | $4,279+75.9% | $3,958+90.2% | $6,407+17.5% |
| Admin fee / account holder | $4,398 | $6,198-29.1% | $6,033-27.1% | $12,270-64.2% |