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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 | $46,205 | $95,188-51.5% | $76,518-39.6% | $135,379-65.9% |
| Participation rate | 90.5% | 74.4%+16.1pp | 68.0%+22.5pp | 82.6%+7.8pp |
| Annual return | 5.88% | 4.85%+1.0pp | -0.27%+6.1pp | 519.79%-513.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,386 | $4,640-27.0% | $3,836-11.7% | $5,609-39.6% |
| Admin fee / account holder | $13,190 | $6,249+111.1% | $4,849+172.0% | $10,828+21.8% |