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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 | $102,429-53.5% | $147,096-67.6% | $80,925-41.2% |
| Participation rate | 85.7% | 75.9%+9.9pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 28.10% | 135.02%-106.9pp | 419.75%-391.6pp | 35.65%-7.5pp |
| Employer contribution / active EE | $69 | $3,716-98.2% | $4,936-98.6% | $2,756-97.5% |
| Participant deferral / active EE | $14,448 | $6,649+117.3% | $8,071+79.0% | $4,299+236.1% |
| Admin fee / account holder | $4,018 | $7,957-49.5% | $13,005-69.1% | $6,940-42.1% |