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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 | $47,896 | $51,638-7.2% | $68,368-29.9% | $82,448-41.9% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 18.24% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,303 | $2,914+219.3% | $4,123+125.7% | $4,139+124.7% |
| Admin fee / account holder | $3,593 | $4,643-22.6% | $5,150-30.2% | $7,234-50.3% |