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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 | $37,987 | $51,638-26.4% | $68,368-44.4% | $82,448-53.9% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 17.30% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,913 | $2,914+205.9% | $4,123+116.2% | $4,139+115.3% |
| Admin fee / account holder | $20,451 | $4,643+340.4% | $5,150+297.1% | $7,234+182.7% |