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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 | $51,259 | $81,208-36.9% | $98,920-48.2% | $79,852-35.8% |
| Participation rate | 71.0% | 72.5%-1.5pp | 76.0%-5.1pp | 69.6%+1.3pp |
| Annual return | 13.25% | 60.99%-47.7pp | 196.47%-183.2pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,142 | $3,265+26.8% | $4,245-2.4% | $3,740+10.7% |
| Admin fee / account holder | $2,134 | $6,013-64.5% | $6,643-67.9% | $5,306-59.8% |