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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 | $51,184+5.9% | $66,439-18.4% | $86,983-37.7% |
| Participation rate | 97.5% | 68.5%+29.0pp | 74.5%+23.0pp | 69.5%+28.0pp |
| Annual return | 13.87% | 17.07%-3.2pp | 757.66%-743.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,383 | $2,927-18.6% | $3,876-38.5% | $4,194-43.2% |
| Admin fee / account holder | $2,661 | $4,154-35.9% | $6,173-56.9% | $7,856-66.1% |