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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 | $44,864 | $51,638-13.1% | $68,368-34.4% | $82,448-45.6% |
| Participation rate | 98.0% | 63.6%+34.4pp | 73.8%+24.2pp | 68.1%+29.9pp |
| Annual return | 15.58% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,710 | $2,914+96.0% | $4,123+38.5% | $4,139+37.9% |
| Admin fee / account holder | $824 | $4,643-82.3% | $5,150-84.0% | $7,234-88.6% |