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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 | $26,318 | $103,038-74.5% | $90,324-70.9% | $152,909-82.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 22.02% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,856 | $4,282+60.1% | $3,885+76.4% | $5,851+17.2% |
| Admin fee / account holder | $7,475 | $6,177+21.0% | $5,356+39.6% | $11,601-35.6% |