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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 | $64,466 | $69,252-6.9% | $64,099+0.6% | $139,456-53.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 15.14% | 45.89%-30.8pp | 33.70%-18.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,094 | $4,683+30.1% | $3,881+57.0% | $6,711-9.2% |
| Admin fee / account holder | $3,207 | $4,248-24.5% | $3,070+4.4% | $11,407-71.9% |