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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 | $46,819 | $48,284-3.0% | $67,524-30.7% | $80,911-42.1% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.6%+3.8pp |
| Annual return | 13.03% | 18.27%-5.2pp | 3519.41%-3506.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,832 | $2,927+65.1% | $4,001+20.8% | $4,297+12.5% |
| Admin fee / account holder | $8,900 | $3,688+141.3% | $4,001+122.5% | $6,935+28.3% |