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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 | $49,219 | $70,366-30.1% | $66,674-26.2% | $138,895-64.6% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.7%+4.1pp | 79.9%-2.1pp |
| Annual return | 14.43% | 386.41%-372.0pp | 321.24%-306.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,376 | $4,374+91.5% | $4,084+105.1% | $6,396+30.9% |
| Admin fee / account holder | $13,092 | $5,262+148.8% | $5,098+156.8% | $12,562+4.2% |