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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 | $63,533 | $77,416-17.9% | $69,464-8.5% | $152,897-58.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 7.65% | 39.08%-31.4pp | 28.98%-21.3pp | 345.43%-337.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,241 | $4,413-3.9% | $3,536+19.9% | $5,851-27.5% |
| Admin fee / account holder | $2,592 | $6,208-58.2% | $3,840-32.5% | $11,599-77.7% |