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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 | $21,165 | $85,171-75.1% | $172,752-87.7% | $72,975-71.0% |
| Participation rate | 78.4% | 70.1%+8.4pp | 82.6%-4.2pp | 69.5%+8.9pp |
| Annual return | 17.43% | 27.32%-9.9pp | 802.97%-785.5pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,552 | $3,260-21.7% | $5,198-50.9% | $3,608-29.3% |
| Admin fee / account holder | $4,987 | $5,880-15.2% | $13,955-64.3% | $5,124-2.7% |