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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 | $54,223 | $48,011+12.9% | $63,803-15.0% | $82,637-34.4% |
| Participation rate | 97.5% | 66.6%+30.9pp | 72.7%+24.8pp | 68.1%+29.4pp |
| Annual return | 13.87% | 19.84%-6.0pp | 543.72%-529.9pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,383 | $2,846-16.3% | $3,843-38.0% | $4,126-42.2% |
| Admin fee / account holder | $2,661 | $3,873-31.3% | $5,196-48.8% | $7,339-63.7% |