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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 | $42,816 | $65,555-34.7% | $86,216-50.3% | $75,173-43.0% |
| Participation rate | 87.3% | 60.5%+26.8pp | 69.0%+18.3pp | 67.2%+20.1pp |
| Annual return | 22.44% | 46.07%-23.6pp | 1169.42%-1147.0pp | 160.72%-138.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,197 | $3,023+5.7% | $3,986-19.8% | $4,126-22.5% |
| Admin fee / account holder | $4,871 | $5,469-10.9% | $6,853-28.9% | $5,651-13.8% |