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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 | $50,043 | $75,962-34.1% | $154,108-67.5% | $64,173-22.0% |
| Participation rate | 93.8% | 70.4%+23.3pp | 83.0%+10.7pp | 69.6%+24.2pp |
| Annual return | 19.78% | 30.32%-10.5pp | 735.21%-715.4pp | 7.63%+12.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,667 | $3,175+47.0% | $5,081-8.1% | $3,470+34.5% |
| Admin fee / account holder | $6,475 | $5,589+15.9% | $13,411-51.7% | $4,887+32.5% |