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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 | $53,503 | $93,598-42.8% | $135,974-60.7% | $75,173-28.8% |
| Participation rate | 74.7% | 75.2%-0.5pp | 81.9%-7.2pp | 67.2%+7.5pp |
| Annual return | 47.20% | 30.89%+16.3pp | 68.30%-21.1pp | 160.72%-113.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,384 | $6,405+77.7% | $7,760+46.7% | $4,126+175.9% |
| Admin fee / account holder | $7,398 | $6,978+6.0% | $10,767-31.3% | $5,651+30.9% |