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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 | $32,595 | $125,778-74.1% | $114,563-71.5% | $154,746-78.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 16.21% | 295.14%-278.9pp | 241.09%-224.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,929 | $4,445+100.9% | $4,142+115.6% | $6,730+32.7% |
| Admin fee / account holder | $2,131 | $8,190-74.0% | $7,623-72.1% | $14,365-85.2% |