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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 | $46,489 | $98,776-52.9% | $149,745-69.0% | $79,856-41.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 14.86% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,360 | $5,681+29.5% | $6,843+7.6% | $3,741+96.8% |
| Admin fee / account holder | $5,458 | $6,053-9.8% | $9,312-41.4% | $5,306+2.9% |