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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 | $52,441 | $63,703-17.7% | $93,063-43.7% | $82,448-36.4% |
| Participation rate | 97.1% | 63.8%+33.2pp | 72.1%+24.9pp | 68.1%+29.0pp |
| Annual return | 38.44% | -775.43%+813.9pp | 34.15%+4.3pp | 41.64%-3.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,959 | $2,919+378.2% | $3,958+252.7% | $4,139+237.2% |
| Admin fee / account holder | $5,121 | $5,982-14.4% | $6,033-15.1% | $7,234-29.2% |