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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 | $30,769 | $102,429-70.0% | $147,096-79.1% | $80,925-62.0% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 17.73% | 135.02%-117.3pp | 419.75%-402.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,760 | $6,649+31.8% | $8,071+8.5% | $4,299+103.8% |
| Admin fee / account holder | $927 | $7,957-88.4% | $13,005-92.9% | $6,940-86.6% |