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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 | $34,108 | $63,346-46.2% | $92,240-63.0% | $70,126-51.4% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 16.01% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,352 | $2,854+87.5% | $3,897+37.3% | $3,332+60.6% |
| Admin fee / account holder | $821 | $3,841-78.6% | $5,194-84.2% | $4,645-82.3% |