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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 | $45,016 | $49,976-9.9% | $66,674-32.5% | $82,637-45.5% |
| Participation rate | 94.2% | 63.1%+31.1pp | 73.7%+20.5pp | 68.1%+26.1pp |
| Annual return | 17.04% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,502 | $2,847+128.4% | $4,084+59.2% | $4,126+57.6% |
| Admin fee / account holder | $1,567 | $4,594-65.9% | $5,098-69.3% | $7,339-78.6% |