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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 | $65,876 | $112,935-41.7% | $90,970-27.6% | $158,966-58.6% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 11.21% | 215.79%-204.6pp | 134.58%-123.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,362 | $4,129-67.0% | $3,373-59.6% | $5,983-77.2% |
| Admin fee / account holder | $1,763 | $8,045-78.1% | $5,960-70.4% | $11,250-84.3% |