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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 | $41,817 | $95,406-56.2% | $185,849-77.5% | $85,847-51.3% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 18.47% | 23.59%-5.1pp | 122.10%-103.6pp | 318.61%-300.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,352 | $3,424+144.0% | $5,569+50.0% | $3,952+111.3% |
| Admin fee / account holder | $22,165 | $7,214+207.2% | $16,244+36.5% | $6,261+254.0% |