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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 | $38,626 | $112,121-65.5% | $95,960-59.7% | $158,966-75.7% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 26.09% | 171.16%-145.1pp | 91.63%-65.5pp | 302.95%-276.9pp |
| Employer contribution / active EE | $486 | $3,199-84.8% | $2,541-80.9% | $4,762-89.8% |
| Participant deferral / active EE | $12,156 | $4,784+154.1% | $4,167+191.8% | $5,983+103.2% |
| Admin fee / account holder | $556 | $10,135-94.5% | $6,797-91.8% | $11,250-95.1% |