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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 | $63,518 | $81,643-22.2% | $70,462-9.9% | $158,950-60.0% |
| Participation rate | 82.4% | 77.7%+4.6pp | 75.1%+7.3pp | 82.0%+0.4pp |
| Annual return | 6.24% | 208.51%-202.3pp | 109.08%-102.8pp | 302.91%-296.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,194 | $4,555+14.0% | $3,710+40.0% | $5,983-13.2% |
| Admin fee / account holder | $621 | $6,194-90.0% | $3,845-83.9% | $11,248-94.5% |