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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 | $51,914 | $85,169-39.0% | $172,755-69.9% | $72,983-28.9% |
| Participation rate | 94.7% | 70.1%+24.7pp | 82.6%+12.1pp | 69.5%+25.2pp |
| Annual return | 21.43% | 27.32%-5.9pp | 802.94%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,416 | $3,260-25.9% | $5,198-53.5% | $3,608-33.0% |
| Admin fee / account holder | $2,274 | $5,880-61.3% | $13,955-83.7% | $5,124-55.6% |