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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 | $44,883 | $123,155-63.6% | $108,753-58.7% | $155,188-71.1% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 10.33% | 44.73%-34.4pp | 37.47%-27.1pp | 148.84%-138.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,011 | $4,623+73.3% | $4,115+94.7% | $6,531+22.7% |
| Admin fee / account holder | $20,568 | $12,126+69.6% | $10,320+99.3% | $14,480+42.0% |