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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 | $41,868 | $70,366-40.5% | $66,674-37.2% | $138,895-69.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.7%+15.2pp | 79.9%+9.0pp |
| Annual return | 13.78% | 386.41%-372.6pp | 321.24%-307.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,233 | $4,374+88.2% | $4,084+101.6% | $6,396+28.7% |
| Admin fee / account holder | $2,622 | $5,262-50.2% | $5,098-48.6% | $12,562-79.1% |