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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 | $55,865 | $49,976+11.8% | $66,674-16.2% | $82,637-32.4% |
| Participation rate | 95.8% | 63.1%+32.7pp | 73.7%+22.2pp | 68.1%+27.8pp |
| Annual return | 15.63% | 39.09%-23.5pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,037 | $2,847+6.7% | $4,084-25.6% | $4,126-26.4% |
| Admin fee / account holder | $713 | $4,594-84.5% | $5,098-86.0% | $7,339-90.3% |