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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 | $110,106 | $102,422+7.5% | $147,117-25.2% | $80,959+36.0% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 15.83% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,492 | $6,652-17.4% | $8,065-31.9% | $4,300+27.7% |
| Admin fee / account holder | $3,115 | $7,953-60.8% | $12,993-76.0% | $6,925-55.0% |