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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 | $15,072 | $108,882-86.2% | $96,754-84.4% | $154,746-90.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 17.99% | 98.39%-80.4pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,179 | $5,323+72.5% | $4,758+92.9% | $6,730+36.4% |
| Admin fee / account holder | $993 | $10,200-90.3% | $8,905-88.8% | $14,365-93.1% |