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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 | $55,033 | $167,030-67.1% | $135,768-59.5% | $155,188-64.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 27.60% | 678.39%-650.8pp | 526.10%-498.5pp | 148.84%-121.2pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,511 | $4,528+220.5% | $3,977+264.9% | $6,531+122.2% |
| Admin fee / account holder | $9,622 | $8,172+17.7% | $7,048+36.5% | $14,480-33.5% |