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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 | $10,361 | $69,118-85.0% | $53,647-80.7% | $138,895-92.5% |
| Participation rate | 90.0% | 64.0%+26.0pp | 56.3%+33.7pp | 79.9%+10.1pp |
| Annual return | 36.93% | 248.26%-211.3pp | 358.33%-321.4pp | 145.39%-108.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,499 | $2,274+97.9% | $1,813+148.1% | $6,396-29.7% |
| Admin fee / account holder | $2,109 | $2,724-22.6% | $2,460-14.3% | $12,562-83.2% |