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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 | $37,230 | $93,617-60.2% | $135,982-72.6% | $75,177-50.5% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 65.16% | 30.89%+34.3pp | 68.32%-3.2pp | 160.75%-95.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,725 | $6,406+67.4% | $7,760+38.2% | $4,126+159.9% |
| Admin fee / account holder | $2,492 | $6,980-64.3% | $10,767-76.9% | $5,651-55.9% |