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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 | $22,893 | $85,171-73.1% | $172,753-86.7% | $72,976-68.6% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 20.96% | 27.32%-6.4pp | 803.00%-782.0pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,735 | $3,260-16.1% | $5,198-47.4% | $3,608-24.2% |
| Admin fee / account holder | $400 | $5,880-93.2% | $13,956-97.1% | $5,124-92.2% |