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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 | $62,565 | $98,766-36.7% | $149,730-58.2% | $79,852-21.6% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 26.16% | 27.43%-1.3pp | 276.70%-250.5pp | 31.72%-5.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,392 | $5,681+135.7% | $6,843+95.7% | $3,740+258.0% |
| Admin fee / account holder | $1,830 | $6,052-69.8% | $9,310-80.3% | $5,306-65.5% |