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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 | $47,479-45.6% | $62,929-59.0% | $82,448-68.7% |
| Participation rate | 79.5% | 66.9%+12.6pp | 73.1%+6.4pp | 68.1%+11.4pp |
| Annual return | 15.54% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,237 | $2,870+12.8% | $3,888-16.7% | $4,139-21.8% |
| Admin fee / account holder | $5,855 | $3,804+53.9% | $5,065+15.6% | $7,234-19.1% |