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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 | $40,411 | $101,618-60.2% | $93,063-56.6% | $137,256-70.6% |
| Participation rate | 93.3% | 74.9%+18.4pp | 72.1%+21.2pp | 80.0%+13.4pp |
| Annual return | 14.99% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,345 | $4,279-45.2% | $3,958-40.8% | $6,407-63.4% |
| Admin fee / account holder | $731 | $6,198-88.2% | $6,033-87.9% | $12,270-94.0% |