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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 | $289,211-79.4% | $260,467-77.1% | $198,609-70.0% |
| Participation rate | 87.5% | 83.1%+4.4pp | 80.5%+7.0pp | 82.4%+5.1pp |
| Annual return | 13.50% | 112.90%-99.4pp | 100.60%-87.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,481 | $6,812+83.2% | $6,319+97.5% | $6,977+78.9% |
| Admin fee / account holder | $2,302 | $16,236-85.8% | $15,461-85.1% | $19,030-87.9% |