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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 | $37,958 | $101,618-62.6% | $93,063-59.2% | $137,256-72.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 24.04% | 223.95%-199.9pp | 34.15%-10.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,796 | $4,279+245.8% | $3,958+273.8% | $6,407+130.9% |
| Admin fee / account holder | $8,736 | $6,198+40.9% | $6,033+44.8% | $12,270-28.8% |