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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 | $89,983 | $102,638-12.3% | $81,982+9.8% | $158,982-43.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.3%+10.7pp | 82.0%-2.0pp |
| Annual return | 16.21% | 61.05%-44.8pp | 41.31%-25.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,729 | $4,649-41.3% | $3,722-26.7% | $5,983-54.4% |
| Admin fee / account holder | $1,634 | $8,237-80.2% | $5,665-71.1% | $11,252-85.5% |