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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 | $43,465 | $81,276-46.5% | $155,574-72.1% | $80,925-46.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 29.22% | 33.36%-4.1pp | 64.87%-35.6pp | 35.65%-6.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,912 | $3,453+13.3% | $5,629-30.5% | $4,299-9.0% |
| Admin fee / account holder | $40,388 | $7,993+405.3% | $15,914+153.8% | $6,940+481.9% |