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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 | $19,262 | $99,995-80.7% | $85,063-77.4% | $145,978-86.8% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 16.77% | 83.99%-67.2pp | 66.54%-49.8pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,388 | $5,295+58.4% | $4,523+85.5% | $6,690+25.4% |
| Admin fee / account holder | $1,429 | $7,255-80.3% | $6,155-76.8% | $13,400-89.3% |