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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 | $96,565 | $117,846-18.1% | $102,434-5.7% | $145,884-33.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 11.64% | 31.90%-20.3pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,634 | $5,733-36.6% | $5,055-28.1% | $6,690-45.7% |
| Admin fee / account holder | $26,955 | $13,356+101.8% | $9,462+184.9% | $13,392+101.3% |