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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 | $61,203 | $57,305+6.8% | $86,640-29.4% | $75,173-18.6% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 17.65% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,311 | $3,320+29.9% | $4,438-2.9% | $4,126+4.5% |
| Admin fee / account holder | $511 | $4,116-87.6% | $5,616-90.9% | $5,651-91.0% |