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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 | $13,088 | $99,053-86.8% | $88,179-85.2% | $138,895-90.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.1%+20.9pp | 79.9%+10.1pp |
| Annual return | 13.38% | 78.17%-64.8pp | 64.97%-51.6pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,356 | $5,225+40.8% | $4,614+59.4% | $6,396+15.0% |
| Admin fee / account holder | $6,322 | $8,748-27.7% | $7,673-17.6% | $12,562-49.7% |