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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 | $18,971 | $82,674-77.1% | $125,363-84.9% | $68,495-72.3% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | 34.13% | -5.97%+40.1pp | 572.15%-538.0pp | -7.84%+42.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,229 | $6,111+34.7% | $7,447+10.5% | $4,028+104.3% |
| Admin fee / account holder | $820 | $6,276-86.9% | $10,005-91.8% | $5,403-84.8% |