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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 | $14,466 | $126,113-88.5% | $116,096-87.5% | $155,188-90.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 73.3%+12.4pp | 80.8%+4.9pp |
| Annual return | 22.06% | 391.72%-369.7pp | 326.25%-304.2pp | 148.84%-126.8pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,208 | $4,162+1.1% | $3,952+6.5% | $6,531-35.6% |
| Admin fee / account holder | $726 | $8,045-91.0% | $7,704-90.6% | $14,480-95.0% |