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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 | $76,872 | $198,457-61.3% | $170,435-54.9% | $147,586-47.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.38% | 257.30%-236.9pp | 205.94%-185.6pp | 578.59%-558.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,987 | $5,629-64.7% | $4,939-59.8% | $5,439-63.5% |
| Admin fee / account holder | $13,304 | $16,852-21.1% | $13,881-4.2% | $10,886+22.2% |