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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 | $28,705 | $106,749-73.1% | $145,433-80.3% | $82,448-65.2% |
| Participation rate | 84.1% | 75.6%+8.4pp | 82.1%+2.0pp | 68.1%+16.0pp |
| Annual return | 317.03% | 27.59%+289.4pp | 66.58%+250.5pp | 41.64%+275.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,348 | $6,519+12.7% | $7,897-7.0% | $4,139+77.5% |
| Admin fee / account holder | $2,040 | $8,390-75.7% | $13,129-84.5% | $7,234-71.8% |