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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 | $21,273 | $78,690-73.0% | $161,489-86.8% | $87,485-75.7% |
| Participation rate | 90.2% | 67.5%+22.7pp | 78.7%+11.5pp | 68.9%+21.2pp |
| Annual return | 20.56% | 32.74%-12.2pp | 89.72%-69.2pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,593 | $3,311+310.6% | $5,630+141.4% | $4,274+218.1% |
| Admin fee / account holder | $4,827 | $6,724-28.2% | $16,006-69.8% | $7,775-37.9% |