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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 | $39,367 | $99,053-60.3% | $88,179-55.4% | $138,895-71.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.1%+12.7pp | 79.9%+1.9pp |
| Annual return | 18.51% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,869 | $5,225+127.1% | $4,614+157.2% | $6,396+85.6% |
| Admin fee / account holder | $7,524 | $8,748-14.0% | $7,673-1.9% | $12,562-40.1% |