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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 | $54,033 | $88,672-39.1% | $105,223-48.6% | $82,448-34.5% |
| Participation rate | 78.4% | 67.9%+10.5pp | 75.0%+3.3pp | 68.1%+10.3pp |
| Annual return | 15.20% | 30.86%-15.7pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $399 | $3,048-86.9% | $3,689-89.2% | $2,551-84.4% |
| Participant deferral / active EE | $5,820 | $4,036+44.2% | $5,072+14.8% | $4,139+40.6% |
| Admin fee / account holder | $3,360 | $7,146-53.0% | $8,859-62.1% | $7,234-53.6% |