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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 | $57,565 | $48,011+19.9% | $63,803-9.8% | $82,637-30.3% |
| Participation rate | 81.8% | 66.6%+15.3pp | 72.7%+9.1pp | 68.1%+13.8pp |
| Annual return | 15.99% | 19.84%-3.9pp | 543.72%-527.7pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,195 | $2,846+117.6% | $3,843+61.2% | $4,126+50.1% |
| Admin fee / account holder | $1,499 | $3,873-61.3% | $5,196-71.1% | $7,339-79.6% |