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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 | $44,087 | $69,274-36.4% | $64,097-31.2% | $139,487-68.4% |
| Participation rate | 86.7% | 75.6%+11.0pp | 72.3%+14.3pp | 80.3%+6.3pp |
| Annual return | 15.96% | 46.00%-30.0pp | 33.75%-17.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,812 | $4,685+24.1% | $3,881+49.7% | $6,713-13.4% |
| Admin fee / account holder | $7,521 | $4,247+77.1% | $3,070+145.0% | $11,407-34.1% |