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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 | $10,442 | $100,139-89.6% | $85,187-87.7% | $145,884-92.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 14.34% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,684 | $5,296+139.5% | $4,525+180.3% | $6,690+89.6% |
| Admin fee / account holder | $4,156 | $7,262-42.8% | $6,162-32.5% | $13,392-69.0% |