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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 | $19,125 | $77,908-75.5% | $149,696-87.2% | $75,173-74.6% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 18.59% | 31.73%-13.1pp | 134.46%-115.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,941 | $3,411+44.8% | $5,682-13.0% | $4,126+19.7% |
| Admin fee / account holder | $1,439 | $5,950-75.8% | $13,212-89.1% | $5,651-74.5% |