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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 | $89,199 | $85,766+4.0% | $136,298-34.6% | $70,126+27.2% |
| Participation rate | 76.1% | 74.2%+1.9pp | 81.9%-5.8pp | 69.5%+6.5pp |
| Annual return | 16.57% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,556 | $5,051+109.0% | $6,247+69.0% | $3,332+216.8% |
| Admin fee / account holder | $4,671 | $5,421-13.8% | $9,244-49.5% | $4,645+0.5% |