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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 | $42,135 | $51,638-18.4% | $68,368-38.4% | $82,448-48.9% |
| Participation rate | 90.7% | 63.6%+27.1pp | 73.8%+16.9pp | 68.1%+22.6pp |
| Annual return | 21.60% | 37.53%-15.9pp | 292.57%-271.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,429 | $2,914+429.6% | $4,123+274.2% | $4,139+272.7% |
| Admin fee / account holder | $7,133 | $4,643+53.6% | $5,150+38.5% | $7,234-1.4% |