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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 | $36,954 | $107,421-65.6% | $182,262-79.7% | $94,015-60.7% |
| Participation rate | 74.4% | 77.8%-3.4pp | 84.2%-9.9pp | 70.8%+3.5pp |
| Annual return | 41.95% | 21.32%+20.6pp | 140.60%-98.6pp | 17.84%+24.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,126 | $6,558+54.4% | $8,276+22.3% | $4,249+138.3% |
| Admin fee / account holder | $403 | $8,692-95.4% | $16,712-97.6% | $8,951-95.5% |