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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 | $43,019 | $81,208-47.0% | $98,920-56.5% | $79,852-46.1% |
| Participation rate | 86.1% | 72.5%+13.6pp | 76.0%+10.1pp | 69.6%+16.5pp |
| Annual return | 23.99% | 60.99%-37.0pp | 196.47%-172.5pp | 31.72%-7.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,132 | $3,265-34.7% | $4,245-49.8% | $3,740-43.0% |
| Admin fee / account holder | $1,815 | $6,013-69.8% | $6,643-72.7% | $5,306-65.8% |