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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 | $25,810 | $50,554-48.9% | $67,681-61.9% | $87,485-70.5% |
| Participation rate | 79.5% | 67.7%+11.8pp | 73.7%+5.8pp | 68.9%+10.6pp |
| Annual return | 15.54% | 17.81%-2.3pp | 590.58%-575.0pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,237 | $2,961+9.3% | $3,976-18.6% | $4,274-24.2% |
| Admin fee / account holder | $5,855 | $4,132+41.7% | $6,100-4.0% | $7,775-24.7% |