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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 | $47,412 | $58,258-18.6% | $81,820-42.1% | $80,925-41.4% |
| Participation rate | 84.8% | 63.5%+21.3pp | 72.4%+12.4pp | 67.7%+17.1pp |
| Annual return | 15.29% | 41.76%-26.5pp | 777.93%-762.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,499 | $3,284-54.3% | $4,323-65.3% | $4,299-65.1% |
| Admin fee / account holder | $1,261 | $4,976-74.7% | $7,391-82.9% | $6,940-81.8% |