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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 | $59,958 | $98,766-39.3% | $149,730-60.0% | $79,852-24.9% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.8pp |
| Annual return | 16.48% | 27.43%-10.9pp | 276.70%-260.2pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,357 | $5,681+29.5% | $6,843+7.5% | $3,740+96.7% |
| Admin fee / account holder | $7,168 | $6,052+18.4% | $9,310-23.0% | $5,306+35.1% |