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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 | $75,805 | $132,099-42.6% | $115,599-34.4% | $138,895-45.4% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.3%+4.9pp | 79.9%-0.8pp |
| Annual return | 14.26% | 176.76%-162.5pp | 111.10%-96.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,568 | $5,617-54.3% | $4,889-47.5% | $6,396-59.9% |
| Admin fee / account holder | $37,937 | $15,650+142.4% | $12,841+195.4% | $12,562+202.0% |