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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 | $47,878 | $63,703-24.8% | $93,063-48.6% | $82,448-41.9% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.1%+27.9pp |
| Annual return | 22.05% | -775.43%+797.5pp | 34.15%-12.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,319 | $2,919+356.3% | $3,958+236.5% | $4,139+221.8% |
| Admin fee / account holder | $4,021 | $5,982-32.8% | $6,033-33.4% | $7,234-44.4% |