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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 | $25,868 | $49,976-48.2% | $66,674-61.2% | $82,637-68.7% |
| Participation rate | 86.8% | 63.1%+23.7pp | 73.7%+13.2pp | 68.1%+18.8pp |
| Annual return | 19.64% | 39.09%-19.5pp | 321.24%-301.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,391 | $2,847+89.4% | $4,084+32.0% | $4,126+30.7% |
| Admin fee / account holder | $467 | $4,594-89.8% | $5,098-90.8% | $7,339-93.6% |