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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 | $64,291 | $106,918-39.9% | $84,021-23.5% | $152,897-58.0% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 16.49% | 105.01%-88.5pp | 71.32%-54.8pp | 345.43%-328.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,650 | $4,012-58.9% | $3,239-49.1% | $5,851-71.8% |
| Admin fee / account holder | $3,759 | $8,288-54.6% | $6,102-38.4% | $11,599-67.6% |