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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 | $47,888 | $76,407-37.3% | $150,298-68.1% | $82,448-41.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.13% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,975 | $3,214+23.7% | $5,453-27.1% | $4,139-4.0% |
| Admin fee / account holder | $5,006 | $6,352-21.2% | $14,116-64.5% | $7,234-30.8% |