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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 | $50,011 | $101,618-50.8% | $93,063-46.3% | $137,256-63.6% |
| Participation rate | 86.4% | 74.9%+11.4pp | 72.1%+14.2pp | 80.0%+6.4pp |
| Annual return | 19.27% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,533 | $4,279+122.8% | $3,958+140.8% | $6,407+48.8% |
| Admin fee / account holder | $498 | $6,198-92.0% | $6,033-91.7% | $12,270-95.9% |