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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 | $46,596 | $58,828-20.8% | $78,002-40.3% | $62,881-25.9% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 7.34% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,592 | $2,686+33.7% | $3,497+2.7% | $3,203+12.1% |
| Admin fee / account holder | $13,653 | $4,393+210.8% | $5,481+149.1% | $4,296+217.8% |