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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 | $44,933 | $81,696-45.0% | $70,494-36.3% | $158,982-71.7% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 17.85% | 208.70%-190.9pp | 109.16%-91.3pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,217 | $4,558+80.3% | $3,711+121.4% | $5,983+37.3% |
| Admin fee / account holder | $4,247 | $6,200-31.5% | $3,848+10.4% | $11,252-62.3% |