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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 | $65,243 | $77,908-16.3% | $149,696-56.4% | $75,173-13.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.01% | 31.73%-14.7pp | 134.46%-117.4pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,983 | $3,411+309.9% | $5,682+146.1% | $4,126+238.9% |
| Admin fee / account holder | $4,929 | $5,950-17.1% | $13,212-62.7% | $5,651-12.8% |