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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 | $24,964 | $113,338-78.0% | $94,993-73.7% | $147,586-83.1% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 12.81% | 20.80%-8.0pp | 27.14%-14.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $808 | $3,777-78.6% | $3,317-75.6% | $5,439-85.1% |
| Admin fee / account holder | $5,448 | $6,063-10.1% | $4,960+9.8% | $10,886-50.0% |