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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 | $14,786 | $172,111-91.4% | $150,298-90.2% | $137,256-89.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 183.37% | 69.37%+114.0pp | 62.79%+120.6pp | 220.34%-37.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,813 | $6,166-54.4% | $5,453-48.4% | $6,407-56.1% |
| Admin fee / account holder | $2,422 | $16,471-85.3% | $14,116-82.8% | $12,270-80.3% |