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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 | $43,336 | $51,638-16.1% | $68,368-36.6% | $82,448-47.4% |
| Participation rate | 87.0% | 63.6%+23.3pp | 73.8%+13.2pp | 68.1%+18.9pp |
| Annual return | 24.86% | 37.53%-12.7pp | 292.57%-267.7pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,574 | $2,914+297.2% | $4,123+180.7% | $4,139+179.6% |
| Admin fee / account holder | $1,510 | $4,643-67.5% | $5,150-70.7% | $7,234-79.1% |