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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 | $50,212 | $103,387-51.4% | $87,102-42.4% | $152,885-67.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 21.66% | 28.10%-6.4pp | 28.19%-6.5pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,640 | $4,778-23.8% | $4,048-10.1% | $5,851-37.8% |
| Admin fee / account holder | $432 | $12,193-96.5% | $7,491-94.2% | $11,598-96.3% |