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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 | $34,489 | $70,418-51.0% | $96,570-64.3% | $85,847-59.8% |
| Participation rate | 93.3% | 61.8%+31.5pp | 69.8%+23.5pp | 69.3%+24.0pp |
| Annual return | 20.59% | 18.59%+2.0pp | 37.79%-17.2pp | 318.61%-298.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,952 | $2,894-32.6% | $3,849-49.3% | $3,952-50.6% |
| Admin fee / account holder | $1,936 | $4,995-61.2% | $6,182-68.7% | $6,261-69.1% |