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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 | $61,125-31.1% | $94,057-55.2% | $87,485-51.8% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.3%+17.4pp | 68.9%+21.8pp |
| Annual return | 21.60% | 35.20%-13.6pp | 480.62%-459.0pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,429 | $3,260+373.3% | $4,709+227.6% | $4,274+261.0% |
| Admin fee / account holder | $7,133 | $5,629+26.7% | $7,244-1.5% | $7,775-8.3% |