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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 | $51,142 | $85,171-40.0% | $172,753-70.4% | $72,976-29.9% |
| Participation rate | 98.6% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 17.23% | 27.32%-10.1pp | 803.00%-785.8pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,123 | $3,260-4.2% | $5,198-39.9% | $3,608-13.4% |
| Admin fee / account holder | $2,802 | $5,880-52.4% | $13,956-79.9% | $5,124-45.3% |