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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 | $48,695 | $84,708-42.5% | $75,714-35.7% | $167,536-70.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.8%+6.4pp | 82.1%-0.9pp |
| Annual return | 13.59% | 199.62%-186.0pp | 104.62%-91.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,898 | $4,577-36.7% | $3,820-24.2% | $6,342-54.3% |
| Admin fee / account holder | $1,556 | $5,358-71.0% | $3,619-57.0% | $12,315-87.4% |