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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 | $15,323 | $85,171-82.0% | $172,753-91.1% | $72,976-79.0% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 22.96% | 27.32%-4.4pp | 803.00%-780.0pp | 81.02%-58.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,152 | $3,260-3.3% | $5,198-39.3% | $3,608-12.6% |
| Admin fee / account holder | $301 | $5,880-94.9% | $13,956-97.8% | $5,124-94.1% |