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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 | $49,756 | $79,209-37.2% | $102,434-51.4% | $74,459-33.2% |
| Participation rate | 92.6% | 74.8%+17.8pp | 76.5%+16.1pp | 67.2%+25.4pp |
| Annual return | 14.81% | 54.98%-40.2pp | 29.46%-14.6pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $704 | $2,362-70.2% | $3,023-76.7% | $2,626-73.2% |
| Participant deferral / active EE | $3,138 | $4,417-29.0% | $5,055-37.9% | $4,350-27.9% |
| Admin fee / account holder | $842 | $2,002-57.9% | $9,462-91.1% | $1,945-56.7% |