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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 | $108,922-86.8% | $100,398-85.7% | $145,978-90.1% |
| Participation rate | 95.2% | 83.0%+12.3pp | 81.5%+13.7pp | 80.3%+14.9pp |
| Annual return | 29.45% | 58.04%-28.6pp | 49.32%-19.9pp | 550.52%-521.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,761 | $8,450+3.7% | $8,084+8.4% | $6,690+31.0% |
| Admin fee / account holder | $2,078 | $9,680-78.5% | $7,893-73.7% | $13,400-84.5% |