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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 | $59,640 | $208,088-71.3% | $186,193-68.0% | $154,746-61.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 13.50% | 89.97%-76.5pp | 78.03%-64.5pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,481 | $7,078+76.3% | $6,513+91.6% | $6,730+85.4% |
| Admin fee / account holder | $2,302 | $11,698-80.3% | $11,058-79.2% | $14,365-84.0% |