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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 | $39,860 | $51,638-22.8% | $68,368-41.7% | $82,448-51.7% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 14.23% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,211 | $2,914+10.2% | $4,123-22.1% | $4,139-22.4% |
| Admin fee / account holder | $3,226 | $4,643-30.5% | $5,150-37.4% | $7,234-55.4% |