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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 | $13,841 | $109,967-87.4% | $97,197-85.8% | $145,877-90.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 11.56% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,655 | $4,676+42.3% | $4,263+56.1% | $6,691-0.5% |
| Admin fee / account holder | $1,884 | $6,199-69.6% | $5,637-66.6% | $13,402-85.9% |