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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 | $14,390 | $108,912-86.8% | $100,383-85.7% | $145,959-90.1% |
| Participation rate | 95.2% | 83.0%+12.3pp | 81.5%+13.7pp | 80.3%+15.0pp |
| Annual return | 29.45% | 57.96%-28.5pp | 49.26%-19.8pp | 561.95%-532.5pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,761 | $8,451+3.7% | $8,086+8.3% | $6,689+31.0% |
| Admin fee / account holder | $2,078 | $9,690-78.6% | $7,900-73.7% | $13,398-84.5% |