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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 | $29,645 | $124,346-76.2% | $111,308-73.4% | $167,536-82.3% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | 43.92% | 37.45%+6.5pp | 54.67%-10.7pp | 478.82%-434.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,291 | $5,182+40.7% | $4,487+62.5% | $6,342+15.0% |
| Admin fee / account holder | $3,714 | $10,621-65.0% | $7,965-53.4% | $12,315-69.8% |