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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 | $46,824 | $100,139-53.2% | $85,187-45.0% | $145,884-67.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 14.44% | 84.15%-69.7pp | 66.67%-52.2pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,834 | $5,296+66.8% | $4,525+95.2% | $6,690+32.1% |
| Admin fee / account holder | $2,825 | $7,262-61.1% | $6,162-54.2% | $13,392-78.9% |