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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 | $54,840 | $100,895-45.6% | $90,430-39.4% | $158,950-65.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 9.45% | 1725.54%-1716.1pp | 1293.73%-1284.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,865 | $4,347-34.1% | $3,963-27.7% | $5,983-52.1% |
| Admin fee / account holder | $9,443 | $6,505+45.2% | $5,613+68.2% | $11,248-16.0% |