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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 | $47,642 | $102,422-53.5% | $147,117-67.6% | $80,959-41.2% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 12.45% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $657 | $3,717-82.3% | $4,932-86.7% | $2,757-76.2% |
| Participant deferral / active EE | $4,683 | $6,652-29.6% | $8,065-41.9% | $4,300+8.9% |
| Admin fee / account holder | $11,609 | $7,953+46.0% | $12,993-10.6% | $6,925+67.6% |