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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 | $18,343 | $111,878-83.6% | $93,727-80.4% | $145,897-87.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 11.55% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,465 | $4,920+72.0% | $4,417+91.6% | $6,689+26.5% |
| Admin fee / account holder | $5,177 | $10,256-49.5% | $8,292-37.6% | $13,390-61.3% |