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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 | $15,916 | $45,872-65.3% | $77,081-79.4% | $68,495-76.8% |
| Participation rate | 93.1% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.2pp |
| Annual return | 45.80% | 1.73%+44.1pp | 42.33%+3.5pp | -7.84%+53.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,549 | $2,963+188.5% | $4,428+93.1% | $4,028+112.3% |
| Admin fee / account holder | $1,343 | $3,041-55.9% | $5,427-75.3% | $5,403-75.2% |