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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 | $53,390 | $52,353+2.0% | $120,225-55.6% | $82,448-35.2% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 19.69% | 61.85%-42.2pp | 439.23%-419.5pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,033 | $2,627+243.9% | $3,999+125.9% | $4,139+118.2% |
| Admin fee / account holder | $6,394 | $4,363+46.6% | $5,696+12.2% | $7,234-11.6% |