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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 | $39,845 | $58,258-31.6% | $81,820-51.3% | $80,925-50.8% |
| Participation rate | 83.0% | 63.5%+19.5pp | 72.4%+10.6pp | 67.7%+15.3pp |
| Annual return | 17.34% | 41.76%-24.4pp | 777.93%-760.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,024 | $3,284-7.9% | $4,323-30.0% | $4,299-29.7% |
| Admin fee / account holder | $2,799 | $4,976-43.8% | $7,391-62.1% | $6,940-59.7% |