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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 | $21,732 | $49,976-56.5% | $66,674-67.4% | $82,637-73.7% |
| Participation rate | 88.9% | 63.1%+25.8pp | 73.7%+15.2pp | 68.1%+20.8pp |
| Annual return | 18.04% | 39.09%-21.0pp | 321.24%-303.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,575 | $2,847+60.7% | $4,084+12.0% | $4,126+10.9% |
| Admin fee / account holder | $1,228 | $4,594-73.3% | $5,098-75.9% | $7,339-83.3% |