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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 | $103,979 | $77,816+33.6% | $123,552-15.8% | $64,173+62.0% |
| Participation rate | 72.1% | 74.7%-2.6pp | 82.3%-10.2pp | 69.6%+2.5pp |
| Annual return | 94.86% | 12.49%+82.4pp | 119.20%-24.3pp | 7.63%+87.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,096 | $5,240-21.8% | $6,426-36.3% | $3,470+18.1% |
| Admin fee / account holder | $4,245 | $5,519-23.1% | $9,285-54.3% | $4,887-13.2% |