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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 | $25,424 | $98,776-74.3% | $149,745-83.0% | $79,856-68.2% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 20.52% | 27.38%-6.9pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,127 | $5,681+43.1% | $6,843+18.8% | $3,741+117.3% |
| Admin fee / account holder | $5,986 | $6,053-1.1% | $9,312-35.7% | $5,306+12.8% |