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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 | $25,185 | $108,922-76.9% | $100,398-74.9% | $145,978-82.7% |
| Participation rate | 90.9% | 83.0%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 18.07% | 58.04%-40.0pp | 49.32%-31.3pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,588 | $8,450+72.6% | $8,084+80.5% | $6,690+118.1% |
| Admin fee / account holder | $5,240 | $9,680-45.9% | $7,893-33.6% | $13,400-60.9% |