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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 | $105,469 | $85,171+23.8% | $172,752-38.9% | $72,975+44.5% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.97%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,465 | $3,260+37.0% | $5,198-14.1% | $3,608+23.8% |
| Admin fee / account holder | $7,432 | $5,880+26.4% | $13,955-46.7% | $5,124+45.0% |