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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 | $16,844 | $108,882-84.5% | $96,754-82.6% | $154,746-89.1% |
| Participation rate | 72.7% | 75.1%-2.4pp | 70.3%+2.5pp | 80.7%-8.0pp |
| Annual return | 22.96% | 98.39%-75.4pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,266 | $5,323-19.8% | $4,758-10.3% | $6,730-36.6% |
| Admin fee / account holder | $913 | $10,200-91.0% | $8,905-89.7% | $14,365-93.6% |