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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 | $48,723 | $53,837-9.5% | $75,714-35.6% | $85,847-43.2% |
| Participation rate | 97.8% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.5pp |
| Annual return | 24.96% | 24.54%+0.4pp | 104.62%-79.7pp | 318.61%-293.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,682 | $2,895-41.9% | $3,820-56.0% | $3,952-57.4% |
| Admin fee / account holder | $3,151 | $3,339-5.6% | $3,619-12.9% | $6,261-49.7% |