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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 | $23,491 | $61,125-61.6% | $94,057-75.0% | $87,485-73.1% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 22.75% | 35.20%-12.4pp | 480.62%-457.9pp | 26.06%-3.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,950 | $3,260+205.2% | $4,709+111.3% | $4,274+132.8% |
| Admin fee / account holder | $449 | $5,629-92.0% | $7,244-93.8% | $7,775-94.2% |