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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 | $51,672 | $108,897-52.5% | $100,378-48.5% | $145,877-64.6% |
| Participation rate | 90.5% | 83.0%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 23.13% | 58.17%-35.0pp | 49.41%-26.3pp | 551.28%-528.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,033 | $8,455+77.8% | $8,087+85.9% | $6,691+124.7% |
| Admin fee / account holder | $3,779 | $9,690-61.0% | $7,899-52.2% | $13,402-71.8% |