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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 | $29,697 | $124,351-76.1% | $109,188-72.8% | $167,553-82.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 12.46% | 26.04%-13.6pp | 25.76%-13.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,210 | $5,257-38.9% | $4,654-31.0% | $6,343-49.4% |
| Admin fee / account holder | $2,904 | $7,975-63.6% | $6,755-57.0% | $12,316-76.4% |