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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 | $26,486 | $102,624-74.2% | $86,200-69.3% | $139,427-81.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.47% | 1922.69%-1907.2pp | 1168.58%-1153.1pp | 373.27%-357.8pp |
| Employer contribution / active EE | $141 | $3,033-95.3% | $2,381-94.1% | $4,752-97.0% |
| Participant deferral / active EE | $4,002 | $4,676-14.4% | $3,986+0.4% | $6,711-40.4% |
| Admin fee / account holder | $7,484 | $8,658-13.6% | $6,853+9.2% | $11,404-34.4% |