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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 | $36,922 | $103,038-64.2% | $90,324-59.1% | $152,909-75.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 12.30% | 95.25%-83.0pp | 78.15%-65.9pp | 345.46%-333.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,529 | $4,282-40.9% | $3,885-34.9% | $5,851-56.8% |
| Admin fee / account holder | $508 | $6,177-91.8% | $5,356-90.5% | $11,601-95.6% |