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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 | $63,823 | $105,210-39.3% | $159,487-60.0% | $85,851-25.7% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.8%-9.4pp | 69.3%+4.1pp |
| Annual return | 18.65% | 45.08%-26.4pp | 263.71%-245.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,972 | $5,946+50.9% | $7,354+22.0% | $3,952+127.0% |
| Admin fee / account holder | $5,237 | $6,934-24.5% | $10,804-51.5% | $6,261-16.4% |