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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 | $44,807 | $77,638-42.3% | $156,551-71.4% | $62,881-28.7% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 4.73% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,489 | $3,046+14.6% | $4,871-28.4% | $3,203+8.9% |
| Admin fee / account holder | $795 | $5,561-85.7% | $13,028-93.9% | $4,296-81.5% |