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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 | $43,014 | $87,180-50.7% | $173,703-75.2% | $94,015-54.2% |
| Participation rate | 96.0% | 65.6%+30.4pp | 75.9%+20.1pp | 70.8%+25.2pp |
| Annual return | 88.46% | 14.17%+74.3pp | 17.46%+71.0pp | 17.84%+70.6pp |
| Employer contribution / active EE | $0 | $2,494-100.0% | $4,288-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,999 | $3,343+258.9% | $4,854+147.2% | $4,249+182.4% |
| Admin fee / account holder | $1,885 | $7,506-74.9% | $15,562-87.9% | $8,951-78.9% |