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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 | $13,342 | $49,896-73.3% | $80,627-83.5% | $75,173-82.3% |
| Participation rate | 93.2% | 55.3%+37.9pp | 67.0%+26.2pp | 67.2%+26.0pp |
| Annual return | 26.90% | 34.67%-7.8pp | 936.76%-909.9pp | 160.72%-133.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,988 | $2,992+133.6% | $4,443+57.3% | $4,126+69.4% |
| Admin fee / account holder | $2,408 | $3,578-32.7% | $5,381-55.2% | $5,651-57.4% |