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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 | $27,905 | $102,429-72.8% | $147,096-81.0% | $80,925-65.5% |
| Participation rate | 85.5% | 75.9%+9.6pp | 82.2%+3.3pp | 67.7%+17.8pp |
| Annual return | 36.23% | 135.02%-98.8pp | 419.75%-383.5pp | 35.65%+0.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,749 | $6,649+76.7% | $8,071+45.6% | $4,299+173.3% |
| Admin fee / account holder | $8,203 | $7,957+3.1% | $13,005-36.9% | $6,940+18.2% |