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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 | $13,852 | $78,690-82.4% | $161,489-91.4% | $87,485-84.2% |
| Participation rate | 86.1% | 67.5%+18.6pp | 78.7%+7.4pp | 68.9%+17.2pp |
| Annual return | 45.52% | 32.74%+12.8pp | 89.72%-44.2pp | 26.06%+19.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,355 | $3,311+31.5% | $5,630-22.6% | $4,274+1.9% |
| Admin fee / account holder | $844 | $6,724-87.5% | $16,006-94.7% | $7,775-89.1% |