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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 | $27,530 | $108,922-74.7% | $100,398-72.6% | $145,978-81.1% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 16.94% | 58.04%-41.1pp | 49.32%-32.4pp | 550.52%-533.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,863 | $8,450-6.9% | $8,084-2.7% | $6,690+17.5% |
| Admin fee / account holder | $7,978 | $9,680-17.6% | $7,893+1.1% | $13,400-40.5% |