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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 | $31,833 | $77,449-58.9% | $69,483-54.2% | $152,909-79.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 74.6%+4.0pp | 82.5%-3.9pp |
| Annual return | 11.01% | 39.09%-28.1pp | 28.99%-18.0pp | 345.46%-334.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,733 | $4,415-60.8% | $3,537-51.0% | $5,851-70.4% |
| Admin fee / account holder | $14,287 | $6,210+130.0% | $3,841+272.0% | $11,601+23.2% |