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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 | $34,604 | $70,366-50.8% | $66,674-48.1% | $138,895-75.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 18.74% | 386.41%-367.7pp | 321.24%-302.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,719 | $4,374-37.8% | $4,084-33.4% | $6,396-57.5% |
| Admin fee / account holder | $727 | $5,262-86.2% | $5,098-85.7% | $12,562-94.2% |