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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 | $36,299 | $53,063-31.6% | $124,206-70.8% | $82,637-56.1% |
| Participation rate | 74.1% | 58.4%+15.7pp | 69.6%+4.5pp | 68.1%+6.0pp |
| Annual return | 18.42% | 68.87%-50.5pp | 515.27%-496.9pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,287 | $2,644+24.3% | $3,968-17.1% | $4,126-20.3% |
| Admin fee / account holder | $688 | $4,281-83.9% | $5,929-88.4% | $7,339-90.6% |