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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 | $46,225 | $77,920-40.7% | $149,723-69.1% | $75,177-38.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.60% | 31.72%-11.1pp | 134.50%-113.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,420 | $3,411+234.7% | $5,682+101.0% | $4,126+176.7% |
| Admin fee / account holder | $5,303 | $5,951-10.9% | $13,215-59.9% | $5,651-6.2% |