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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 | $11,744 | $53,546-78.1% | $69,884-83.2% | $68,486-82.9% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | 295.50% | -13.87%+309.4pp | 190.81%+104.7pp | -7.85%+303.4pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,064 | $2,957+3.6% | $3,848-20.4% | $4,028-23.9% |
| Admin fee / account holder | $632 | $4,693-86.5% | $6,266-89.9% | $5,404-88.3% |