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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 | $26,984 | $115,810-76.7% | $101,271-73.4% | $158,966-83.0% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 15.48% | 56.15%-40.7pp | 46.48%-31.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $123 | $4,175-97.0% | $3,660-96.6% | $4,762-97.4% |
| Participant deferral / active EE | $1,879 | $4,958-62.1% | $4,371-57.0% | $5,983-68.6% |
| Admin fee / account holder | $1,417 | $7,248-80.5% | $5,948-76.2% | $11,250-87.4% |