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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 | $84,711 | $89,364-5.2% | $141,177-40.0% | $72,983+16.1% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 22.20% | 111.86%-89.7pp | 71.40%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,532 | $5,419+57.5% | $6,710+27.2% | $3,608+136.5% |
| Admin fee / account holder | $1,897 | $5,959-68.2% | $10,263-81.5% | $5,124-63.0% |