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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 | $89,352 | $89,3700% | $141,197-36.7% | $72,976+22.4% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 25.76% | 111.88%-86.1pp | 71.41%-45.6pp | 81.02%-55.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,228 | $5,419+88.7% | $6,710+52.4% | $3,608+183.5% |
| Admin fee / account holder | $4,196 | $5,957-29.6% | $10,265-59.1% | $5,124-18.1% |