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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 | $35,844 | $56,116-36.1% | $135,768-73.6% | $86,983-58.8% |
| Participation rate | 96.3% | 60.1%+36.2pp | 71.1%+25.2pp | 69.5%+26.8pp |
| Annual return | 22.76% | 125.33%-102.6pp | 526.10%-503.3pp | 25.83%-3.1pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,079 | $2,690+349.1% | $3,977+203.7% | $4,194+188.0% |
| Admin fee / account holder | $545 | $4,314-87.4% | $7,048-92.3% | $7,856-93.1% |