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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 | $114,013-63.3% | $103,693-59.6% | $155,188-73.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 13.78% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,233 | $4,970+65.7% | $4,579+79.8% | $6,531+26.1% |
| Admin fee / account holder | $2,622 | $8,407-68.8% | $7,858-66.6% | $14,480-81.9% |