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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 | $52,088 | $89,364-41.7% | $141,177-63.1% | $72,983-28.6% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 33.25% | 111.86%-78.6pp | 71.40%-38.1pp | 81.01%-47.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,434 | $5,419+37.2% | $6,710+10.8% | $3,608+106.1% |
| Admin fee / account holder | $1,160 | $5,959-80.5% | $10,263-88.7% | $5,124-77.4% |