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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 | $48,473 | $125,237-61.3% | $105,608-54.1% | $145,877-66.8% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 21.60% | 225.76%-204.2pp | 116.50%-94.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,365 | $5,711-6.0% | $5,010+7.1% | $6,691-19.8% |
| Admin fee / account holder | $618 | $17,287-96.4% | $11,028-94.4% | $13,402-95.4% |