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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 | $59,424 | $118,877-50.0% | $96,570-38.5% | $167,536-64.5% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 14.23% | 50.50%-36.3pp | 37.79%-23.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $72 | $3,121-97.7% | $2,357-96.9% | $4,839-98.5% |
| Participant deferral / active EE | $3,077 | $4,617-33.4% | $3,849-20.1% | $6,342-51.5% |
| Admin fee / account holder | $8,941 | $8,069+10.8% | $6,182+44.6% | $12,315-27.4% |