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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 | $85,997 | $96,524-10.9% | $75,900+13.3% | $152,909-43.8% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.5%-4.7pp |
| Annual return | 27.25% | 33.93%-6.7pp | 30.73%-3.5pp | 345.46%-318.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,952 | $4,554-35.2% | $3,604-18.1% | $5,851-49.6% |
| Admin fee / account holder | $1,694 | $8,082-79.0% | $5,421-68.7% | $11,601-85.4% |