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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 | $43,646 | $104,650-58.3% | $83,854-47.9% | $155,188-71.9% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 16.74% | 28.97%-12.2pp | 31.39%-14.7pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,929 | $2,367+446.2% | $2,035+535.3% | $6,531+98.0% |
| Admin fee / account holder | $7,034 | $3,518+99.9% | $3,197+120.0% | $14,480-51.4% |