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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 | $34,409 | $77,449-55.6% | $69,483-50.5% | $152,909-77.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.5%+5.0pp |
| Annual return | 32.83% | 39.09%-6.3pp | 28.99%+3.8pp | 345.46%-312.6pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,153 | $4,415-28.6% | $3,537-10.8% | $5,851-46.1% |
| Admin fee / account holder | $1,567 | $6,210-74.8% | $3,841-59.2% | $11,601-86.5% |