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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 | $58,363 | $104,251-44.0% | $91,004-35.9% | $147,586-60.5% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 9.50% | 27.06%-17.6pp | 4.60%+4.9pp | 578.59%-569.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,315 | $4,195-68.6% | $3,548-62.9% | $5,439-75.8% |
| Admin fee / account holder | $12,498 | $8,948+39.7% | $5,417+130.7% | $10,886+14.8% |