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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 | $46,412 | $86,938-46.6% | $102,423-54.7% | $80,925-42.6% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.7%+3.8pp |
| Annual return | 98.33% | 18.89%+79.4pp | 29.42%+68.9pp | 35.65%+62.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,868 | $4,120+18.1% | $5,054-3.7% | $4,299+13.2% |
| Admin fee / account holder | $4,273 | $8,053-46.9% | $9,455-54.8% | $6,940-38.4% |