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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 | $22,151 | $165,939-86.7% | $122,354-81.9% | $147,586-85.0% |
| Participation rate | 92.3% | 79.6%+12.7pp | 71.6%+20.7pp | 82.8%+9.5pp |
| Annual return | 12.75% | 34.56%-21.8pp | 30.28%-17.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,445 | $4,005-14.0% | $3,287+4.8% | $5,439-36.7% |
| Admin fee / account holder | $340 | $7,425-95.4% | $5,479-93.8% | $10,886-96.9% |