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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 | $21,841 | $51,638-57.7% | $68,368-68.1% | $82,448-73.5% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 18.92% | 37.53%-18.6pp | 292.57%-273.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,211 | $2,914+78.8% | $4,123+26.4% | $4,139+25.9% |
| Admin fee / account holder | $777 | $4,643-83.3% | $5,150-84.9% | $7,234-89.3% |