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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 | $56,441 | $105,200-46.3% | $159,474-64.6% | $85,847-34.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.7pp | 69.3%+25.2pp |
| Annual return | 15.52% | 45.08%-29.6pp | 263.68%-248.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,840 | $5,946+31.9% | $7,353+6.6% | $3,952+98.4% |
| Admin fee / account holder | $4,188 | $6,934-39.6% | $10,802-61.2% | $6,261-33.1% |