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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 | $21,453 | $99,011-78.3% | $86,582-75.2% | $147,586-85.5% |
| Participation rate | 73.9% | 76.3%-2.4pp | 73.5%+0.4pp | 82.8%-8.9pp |
| Annual return | 13.54% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,366 | $3,972-40.4% | $3,609-34.4% | $5,439-56.5% |
| Admin fee / account holder | $5,395 | $5,709-5.5% | $4,904+10.0% | $10,886-50.4% |