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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 | $23,447 | $166,131-85.9% | $164,975-85.8% | $145,877-83.9% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 18.54% | 100.37%-81.8pp | 70.12%-51.6pp | 551.28%-532.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,496 | $6,962+50.8% | $6,033+74.0% | $6,691+56.9% |
| Admin fee / account holder | $3,215 | $16,648-80.7% | $12,688-74.7% | $13,402-76.0% |