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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 | $51,184-7.5% | $66,439-28.7% | $86,983-45.6% |
| Participation rate | 86.5% | 68.5%+18.0pp | 74.5%+12.0pp | 69.5%+16.9pp |
| Annual return | 13.85% | 17.07%-3.2pp | 757.66%-743.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,041 | $2,927+106.3% | $3,876+55.8% | $4,194+44.0% |
| Admin fee / account holder | $3,073 | $4,154-26.0% | $6,173-50.2% | $7,856-60.9% |