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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 | $77,896-44.8% | $134,172-67.9% | $82,448-47.8% |
| Participation rate | 96.0% | 62.8%+33.2pp | 72.5%+23.5pp | 68.1%+27.9pp |
| Annual return | 88.46% | 18.21%+70.2pp | 25.30%+63.2pp | 41.64%+46.8pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,999 | $3,162+279.5% | $4,690+155.8% | $4,139+189.9% |
| Admin fee / account holder | $1,885 | $6,336-70.3% | $12,016-84.3% | $7,234-73.9% |