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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 | $61,125-21.6% | $94,057-49.1% | $87,485-45.3% |
| Participation rate | 71.4% | 64.1%+7.4pp | 73.3%-1.9pp | 68.9%+2.5pp |
| Annual return | 18.24% | 35.20%-17.0pp | 480.62%-462.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,303 | $3,260+185.4% | $4,709+97.5% | $4,274+117.7% |
| Admin fee / account holder | $3,593 | $5,629-36.2% | $7,244-50.4% | $7,775-53.8% |