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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 | $81,069 | $104,251-22.2% | $91,004-10.9% | $147,586-45.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 20.82% | 27.06%-6.2pp | 4.60%+16.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,447 | $4,195-41.7% | $3,548-31.0% | $5,439-55.0% |
| Admin fee / account holder | $2,740 | $8,948-69.4% | $5,417-49.4% | $10,886-74.8% |