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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 | $89,128 | $85,171+4.6% | $172,753-48.4% | $72,976+22.1% |
| Participation rate | 83.2% | 70.1%+13.1pp | 82.6%+0.5pp | 69.5%+13.7pp |
| Annual return | 25.91% | 27.32%-1.4pp | 803.00%-777.1pp | 81.02%-55.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,973 | $3,260-39.5% | $5,198-62.0% | $3,608-45.3% |
| Admin fee / account holder | $3,779 | $5,880-35.7% | $13,956-72.9% | $5,124-26.2% |