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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 | $59,539 | $77,449-23.1% | $69,483-14.3% | $152,909-61.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 11.25% | 39.09%-27.8pp | 28.99%-17.7pp | 345.46%-334.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,819 | $4,415+54.5% | $3,537+92.8% | $5,851+16.5% |
| Admin fee / account holder | $686 | $6,210-89.0% | $3,841-82.1% | $11,601-94.1% |