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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 | $132,634-76.9% | $115,768-73.6% | $137,256-77.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 19.06% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,071 | $5,619+150.4% | $4,917+186.2% | $6,407+119.6% |
| Admin fee / account holder | $5,098 | $15,028-66.1% | $12,439-59.0% | $12,270-58.4% |