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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 | $15,918 | $69,118-77.0% | $53,647-70.3% | $138,895-88.5% |
| Participation rate | 78.6% | 64.0%+14.6pp | 56.3%+22.3pp | 79.9%-1.3pp |
| Annual return | 21.31% | 248.26%-227.0pp | 358.33%-337.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,488 | $2,274+229.3% | $1,813+313.0% | $6,396+17.1% |
| Admin fee / account holder | $1,157 | $2,724-57.5% | $2,460-53.0% | $12,562-90.8% |