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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 | $27,074 | $95,406-71.6% | $185,849-85.4% | $85,847-68.5% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 20.87% | 23.59%-2.7pp | 122.10%-101.2pp | 318.61%-297.7pp |
| Employer contribution / active EE | $311 | $3,314-90.6% | $5,169-94.0% | $2,565-87.9% |
| Participant deferral / active EE | $1,249 | $3,424-63.5% | $5,569-77.6% | $3,952-68.4% |
| Admin fee / account holder | $38,641 | $7,214+435.6% | $16,244+137.9% | $6,261+517.2% |