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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 | $63,408 | $95,406-33.5% | $185,849-65.9% | $85,847-26.1% |
| Participation rate | 85.7% | 68.8%+16.9pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 13.34% | 23.59%-10.2pp | 122.10%-108.8pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,062 | $3,424+47.8% | $5,569-9.1% | $3,952+28.1% |
| Admin fee / account holder | $1,209 | $7,214-83.2% | $16,244-92.6% | $6,261-80.7% |