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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 | $15,558 | $100,279-84.5% | $81,353-80.9% | $145,884-89.3% |
| Participation rate | 93.8% | 74.3%+19.5pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 13.30% | 34.49%-21.2pp | 24.82%-11.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,873 | $4,611+5.7% | $3,885+25.4% | $6,690-27.2% |
| Admin fee / account holder | $1,914 | $8,206-76.7% | $5,766-66.8% | $13,392-85.7% |