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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 | $47,888 | $111,814-57.2% | $93,654-48.9% | $145,959-67.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 7.93% | 203.30%-195.4pp | 133.34%-125.4pp | 561.95%-554.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,700 | $4,914-24.7% | $4,413-16.1% | $6,689-44.7% |
| Admin fee / account holder | $5,015 | $10,246-51.1% | $8,282-39.5% | $13,398-62.6% |