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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 | $55,306 | $176,402-68.6% | $134,162-58.8% | $158,982-65.2% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 14.45% | 63.66%-49.2pp | 36.35%-21.9pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,750 | $4,093-57.2% | $3,500-50.0% | $5,983-70.7% |
| Admin fee / account holder | $5,376 | $8,719-38.3% | $6,685-19.6% | $11,252-52.2% |