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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 | $16,273 | $59,107-72.5% | $86,439-81.2% | $68,495-76.2% |
| Participation rate | 88.6% | 75.2%+13.3pp | 80.3%+8.2pp | 67.9%+20.7pp |
| Annual return | 10.49% | -0.23%+10.7pp | 4395.55%-4385.1pp | -7.84%+18.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,346 | $5,901+75.3% | $6,952+48.8% | $4,028+156.9% |
| Admin fee / account holder | $5,314 | $5,637-5.7% | $6,732-21.1% | $5,403-1.6% |