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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 | $13,600 | $77,901-82.5% | $149,717-90.9% | $75,181-81.9% |
| Participation rate | 88.6% | 65.6%+23.0pp | 78.8%+9.8pp | 67.2%+21.4pp |
| Annual return | 16.55% | 31.73%-15.2pp | 134.41%-117.9pp | 160.69%-144.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,352 | $3,411+56.9% | $5,682-5.8% | $4,126+29.7% |
| Admin fee / account holder | $2,657 | $5,949-55.3% | $13,213-79.9% | $5,650-53.0% |