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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 | $30,612 | $139,948-78.1% | $121,663-74.8% | $154,746-80.2% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 19.06% | 230.52%-211.5pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,071 | $5,629+150.0% | $4,887+187.9% | $6,730+109.1% |
| Admin fee / account holder | $5,098 | $17,321-70.6% | $14,289-64.3% | $14,365-64.5% |