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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 | $21,245 | $108,882-80.5% | $96,754-78.0% | $154,746-86.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 17.04% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,380 | $5,323-55.3% | $4,758-50.0% | $6,730-64.6% |
| Admin fee / account holder | $9,189 | $10,200-9.9% | $8,905+3.2% | $14,365-36.0% |