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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 | $22,112 | $78,690-71.9% | $161,489-86.3% | $87,485-74.7% |
| Participation rate | 73.3% | 67.5%+5.9pp | 78.7%-5.4pp | 68.9%+4.4pp |
| Annual return | 118.50% | 32.74%+85.8pp | 89.72%+28.8pp | 26.06%+92.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,429 | $3,311+64.0% | $5,630-3.6% | $4,274+27.0% |
| Admin fee / account holder | $653 | $6,724-90.3% | $16,006-95.9% | $7,775-91.6% |