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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 | $28,639 | $217,432-86.8% | $185,851-84.6% | $167,553-82.9% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 10.75% | 148.43%-137.7pp | 122.11%-111.4pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,427 | $6,357-61.8% | $5,569-56.4% | $6,343-61.7% |
| Admin fee / account holder | $7,483 | $19,820-62.2% | $16,245-53.9% | $12,316-39.2% |