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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 | $47,616 | $102,385-53.5% | $147,080-67.6% | $80,935-41.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 28.10% | 135.09%-107.0pp | 420.17%-392.1pp | 35.66%-7.6pp |
| Employer contribution / active EE | $69 | $3,717-98.2% | $4,933-98.6% | $2,757-97.5% |
| Participant deferral / active EE | $14,448 | $6,651+117.2% | $8,066+79.1% | $4,299+236.0% |
| Admin fee / account holder | $4,018 | $7,951-49.5% | $12,989-69.1% | $6,924-42.0% |