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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 | $20,247 | $82,678-75.5% | $125,391-83.9% | $68,490-70.4% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | 34.88% | -5.97%+40.8pp | 572.41%-537.5pp | -7.85%+42.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,919 | $6,111+62.3% | $7,448+33.2% | $4,028+146.3% |
| Admin fee / account holder | $2,190 | $6,277-65.1% | $10,009-78.1% | $5,403-59.5% |