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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 | $102,393-53.5% | $147,041-67.6% | $80,911-41.1% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 12.45% | 134.95%-122.5pp | 419.21%-406.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $657 | $3,715-82.3% | $4,935-86.7% | $2,756-76.1% |
| Participant deferral / active EE | $4,683 | $6,647-29.5% | $8,071-42.0% | $4,297+9.0% |
| Admin fee / account holder | $11,609 | $7,943+46.1% | $13,006-10.7% | $6,935+67.4% |