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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 | $48,205 | $98,776-51.2% | $149,745-67.8% | $79,856-39.6% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 19.16% | 27.38%-8.2pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,277 | $5,681+10.5% | $6,843-8.3% | $3,741+67.8% |
| Admin fee / account holder | $677 | $6,053-88.8% | $9,312-92.7% | $5,306-87.2% |