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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 | $36,419 | $85,766-57.5% | $136,298-73.3% | $70,126-48.1% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 17.95% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,320 | $5,051+5.3% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $7,365 | $5,421+35.9% | $9,244-20.3% | $4,645+58.5% |