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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 | $22,042 | $97,125-77.3% | $86,233-74.4% | $137,256-83.9% |
| Participation rate | 86.7% | 74.2%+12.5pp | 69.0%+17.6pp | 80.0%+6.7pp |
| Annual return | 23.95% | 74.19%-50.2pp | 61.39%-37.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,807 | $5,180+31.4% | $4,559+49.3% | $6,407+6.2% |
| Admin fee / account holder | $4,725 | $9,725-51.4% | $8,342-43.4% | $12,270-61.5% |