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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 | $51,184-49.6% | $66,439-61.2% | $86,983-70.3% |
| Participation rate | 79.5% | 68.5%+11.0pp | 74.5%+5.0pp | 69.5%+9.9pp |
| Annual return | 15.54% | 17.07%-1.5pp | 757.66%-742.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,237 | $2,927+10.6% | $3,876-16.5% | $4,194-22.8% |
| Admin fee / account holder | $5,855 | $4,154+41.0% | $6,173-5.2% | $7,856-25.5% |