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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 | $21,106 | $160,070-86.8% | $147,117-85.7% | $145,897-85.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 19.25% | 98.69%-79.4pp | 420.54%-401.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,848 | $8,419+40.7% | $8,065+46.9% | $6,689+77.1% |
| Admin fee / account holder | $7,431 | $15,035-50.6% | $12,993-42.8% | $13,390-44.5% |