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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 | $19,865 | $75,541-73.7% | $152,093-86.9% | $82,637-76.0% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.8%+14.5pp | 68.1%+24.3pp |
| Annual return | 44.68% | 32.56%+12.1pp | 66.36%-21.7pp | 53.51%-8.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,433 | $3,206+287.9% | $5,451+128.1% | $4,126+201.3% |
| Admin fee / account holder | $2,098 | $6,405-67.2% | $14,497-85.5% | $7,339-71.4% |