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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 | $53,891 | $227,597-76.3% | $189,575-71.6% | $167,536-67.8% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 13.10% | 78.44%-65.3pp | 64.19%-51.1pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,411 | $7,002-65.6% | $6,174-60.9% | $6,342-62.0% |
| Admin fee / account holder | $19,196 | $11,877+61.6% | $9,806+95.8% | $12,315+55.9% |