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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 | $35,584 | $60,139-40.8% | $90,461-60.7% | $79,856-55.4% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.6pp |
| Annual return | 12.69% | 71.96%-59.3pp | 1294.76%-1282.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,025 | $2,939+2.9% | $3,964-23.7% | $3,741-19.1% |
| Admin fee / account holder | $3,953 | $3,978-0.6% | $5,617-29.6% | $5,306-25.5% |