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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 | $47,352 | $50,554-6.3% | $67,681-30.0% | $87,485-45.9% |
| Participation rate | 86.5% | 67.7%+18.8pp | 73.7%+12.8pp | 68.9%+17.6pp |
| Annual return | 13.85% | 17.81%-4.0pp | 590.58%-576.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,041 | $2,961+104.0% | $3,976+51.9% | $4,274+41.4% |
| Admin fee / account holder | $3,073 | $4,132-25.6% | $6,100-49.6% | $7,775-60.5% |