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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 | $52,758 | $98,776-46.6% | $149,745-64.8% | $79,856-33.9% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 17.45% | 27.38%-9.9pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,304 | $5,681+81.4% | $6,843+50.6% | $3,741+175.5% |
| Admin fee / account holder | $6,743 | $6,053+11.4% | $9,312-27.6% | $5,306+27.1% |