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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 | $39,490 | $94,031-58.0% | $115,768-65.9% | $82,448-52.1% |
| Participation rate | 75.9% | 70.4%+5.5pp | 74.4%+1.6pp | 68.1%+7.9pp |
| Annual return | 12.61% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,218 | $3,972-44.2% | $4,917-54.9% | $4,139-46.4% |
| Admin fee / account holder | $408 | $10,249-96.0% | $12,439-96.7% | $7,234-94.4% |