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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 | $59,870 | $125,778-52.4% | $114,563-47.7% | $154,746-61.3% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.9%+21.5pp | 80.7%+13.7pp |
| Annual return | 16.70% | 295.14%-278.4pp | 241.09%-224.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,142 | $4,445+195.7% | $4,142+217.3% | $6,730+95.3% |
| Admin fee / account holder | $819 | $8,190-90.0% | $7,623-89.3% | $14,365-94.3% |