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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 | $71,822 | $95,383-24.7% | $185,837-61.4% | $85,856-16.3% |
| Participation rate | 93.2% | 68.8%+24.4pp | 81.7%+11.5pp | 69.3%+23.9pp |
| Annual return | 31.79% | 23.59%+8.2pp | 122.08%-90.3pp | 318.58%-286.8pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,783 | $3,423-18.7% | $5,568-50.0% | $3,952-29.6% |
| Admin fee / account holder | $818 | $7,213-88.7% | $16,241-95.0% | $6,261-86.9% |