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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 | $26,645 | $108,922-75.5% | $100,398-73.5% | $145,978-81.7% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 40.70% | 58.04%-17.3pp | 49.32%-8.6pp | 550.52%-509.8pp |
| Employer contribution / active EE | $15 | $4,426-99.7% | $3,946-99.6% | $4,662-99.7% |
| Participant deferral / active EE | $15,582 | $8,450+84.4% | $8,084+92.8% | $6,690+132.9% |
| Admin fee / account holder | $2,527 | $9,680-73.9% | $7,893-68.0% | $13,400-81.1% |