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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 | $101,618-67.9% | $93,063-65.0% | $137,256-76.3% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 16.21% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,929 | $4,279+108.7% | $3,958+125.6% | $6,407+39.4% |
| Admin fee / account holder | $2,131 | $6,198-65.6% | $6,033-64.7% | $12,270-82.6% |