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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 | $49,444 | $85,171-41.9% | $172,753-71.4% | $72,976-32.2% |
| Participation rate | 83.6% | 70.1%+13.6pp | 82.6%+1.0pp | 69.5%+14.1pp |
| Annual return | 25.36% | 27.32%-2.0pp | 803.00%-777.6pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,089 | $3,260+25.4% | $5,198-21.3% | $3,608+13.3% |
| Admin fee / account holder | $1,284 | $5,880-78.2% | $13,956-90.8% | $5,124-74.9% |