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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 | $13,141 | $75,962-82.7% | $154,111-91.5% | $64,173-79.5% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | 22.32% | 30.32%-8.0pp | 735.18%-712.9pp | 7.63%+14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,337 | $3,175+5.1% | $5,081-34.3% | $3,470-3.8% |
| Admin fee / account holder | $1,071 | $5,589-80.8% | $13,411-92.0% | $4,887-78.1% |