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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 | $51,627 | $107,363-51.9% | $92,909-44.4% | $152,897-66.2% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 21.65% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,526 | $4,848+75.9% | $4,238+101.2% | $5,851+45.7% |
| Admin fee / account holder | $10,589 | $7,082+49.5% | $5,795+82.7% | $11,599-8.7% |