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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 | $60,119-40.8% | $90,430-60.7% | $79,858-55.4% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 12.69% | 71.94%-59.2pp | 1293.73%-1281.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,025 | $2,938+3.0% | $3,963-23.7% | $3,740-19.1% |
| Admin fee / account holder | $3,953 | $3,976-0.6% | $5,613-29.6% | $5,306-25.5% |