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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 | $39,723 | $98,766-59.8% | $149,730-73.5% | $79,852-50.3% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.5%-4.1pp | 69.6%+8.8pp |
| Annual return | 20.62% | 27.43%-6.8pp | 276.70%-256.1pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,372 | $5,681+100.2% | $6,843+66.2% | $3,740+204.0% |
| Admin fee / account holder | $5,778 | $6,052-4.5% | $9,310-37.9% | $5,306+8.9% |