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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 | $57,444 | $69,274-17.1% | $64,097-10.4% | $139,487-58.8% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 14.05% | 46.00%-32.0pp | 33.75%-19.7pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,574 | $4,685+83.0% | $3,881+120.9% | $6,713+27.7% |
| Admin fee / account holder | $7,637 | $4,247+79.8% | $3,070+148.8% | $11,407-33.1% |