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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 | $94,710 | $118,875-20.3% | $96,572-1.9% | $167,553-43.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 11.98% | 50.50%-38.5pp | 37.79%-25.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,084 | $4,617+10.1% | $3,850+32.1% | $6,343-19.8% |
| Admin fee / account holder | $13,643 | $8,070+69.1% | $6,183+120.7% | $12,316+10.8% |