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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 | $77,419-23.1% | $69,461-14.3% | $152,870-61.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.4%+6.4pp |
| Annual return | 11.25% | 39.07%-27.8pp | 28.97%-17.7pp | 345.34%-334.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,819 | $4,414+54.5% | $3,536+92.9% | $5,850+16.6% |
| Admin fee / account holder | $686 | $6,207-88.9% | $3,840-82.1% | $11,597-94.1% |