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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 | $56,401 | $58,275-3.2% | $81,844-31.1% | $80,935-30.3% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+11.0pp | 67.7%+15.7pp |
| Annual return | 16.79% | 41.82%-25.0pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,783 | $3,285+258.6% | $4,323+172.5% | $4,299+174.1% |
| Admin fee / account holder | $4,998 | $4,749+5.3% | $7,355-32.0% | $6,924-27.8% |