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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 | $50,554+7.3% | $67,681-19.9% | $87,485-38.0% |
| Participation rate | 97.5% | 67.7%+29.8pp | 73.7%+23.8pp | 68.9%+28.6pp |
| Annual return | 13.87% | 17.81%-3.9pp | 590.58%-576.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,383 | $2,961-19.5% | $3,976-40.1% | $4,274-44.2% |
| Admin fee / account holder | $2,661 | $4,132-35.6% | $6,100-56.4% | $7,775-65.8% |