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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 | $28,246 | $102,429-72.4% | $147,096-80.8% | $80,925-65.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 15.78% | 135.02%-119.2pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,712 | $6,649+46.1% | $8,071+20.3% | $4,299+125.9% |
| Admin fee / account holder | $7,097 | $7,957-10.8% | $13,005-45.4% | $6,940+2.3% |