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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 | $35,959 | $102,422-64.9% | $147,117-75.6% | $80,959-55.6% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 24.17% | 135.16%-111.0pp | 420.54%-396.4pp | 35.67%-11.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,310 | $6,652+40.0% | $8,065+15.4% | $4,300+116.5% |
| Admin fee / account holder | $6,260 | $7,953-21.3% | $12,993-51.8% | $6,925-9.6% |