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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 | $61,125-29.1% | $94,057-53.9% | $87,485-50.5% |
| Participation rate | 87.0% | 64.1%+22.9pp | 73.3%+13.6pp | 68.9%+18.0pp |
| Annual return | 24.86% | 35.20%-10.3pp | 480.62%-455.8pp | 26.06%-1.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,574 | $3,260+255.0% | $4,709+145.8% | $4,274+170.8% |
| Admin fee / account holder | $1,510 | $5,629-73.2% | $7,244-79.2% | $7,775-80.6% |