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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 | $69,871 | $109,872-36.4% | $98,483-29.1% | $167,536-58.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 73.3%+21.7pp | 82.1%+12.9pp |
| Annual return | 14.36% | 1959.31%-1945.0pp | 1494.38%-1480.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $88 | $3,225-97.3% | $2,961-97.0% | $4,839-98.2% |
| Participant deferral / active EE | $2,759 | $4,673-41.0% | $4,276-35.5% | $6,342-56.5% |
| Admin fee / account holder | $4,703 | $6,757-30.4% | $5,953-21.0% | $12,315-61.8% |