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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 | $26,473 | $148,582-82.2% | $135,942-80.5% | $139,456-81.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 55.72% | 79.26%-23.5pp | 68.28%-12.6pp | 373.45%-317.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $13,841 | $8,101+70.9% | $7,759+78.4% | $6,711+106.2% |
| Admin fee / account holder | $2,379 | $12,402-80.8% | $10,764-77.9% | $11,407-79.1% |