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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 | $64,989 | $106,864-39.2% | $147,318-55.9% | $82,637-21.4% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 45.23% | 27.49%+17.7pp | 70.43%-25.2pp | 53.51%-8.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,576 | $6,496+109.0% | $7,906+71.7% | $4,126+229.0% |
| Admin fee / account holder | $5,221 | $8,415-38.0% | $13,708-61.9% | $7,339-28.9% |