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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 | $35,480 | $108,882-67.4% | $96,754-63.3% | $154,746-77.1% |
| Participation rate | 81.0% | 75.1%+5.9pp | 70.3%+10.7pp | 80.7%+0.3pp |
| Annual return | 19.54% | 98.39%-78.9pp | 82.04%-62.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,106 | $5,323+165.0% | $4,758+196.5% | $6,730+109.6% |
| Admin fee / account holder | $8,789 | $10,200-13.8% | $8,905-1.3% | $14,365-38.8% |