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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 | $97,648-59.6% | $121,663-67.5% | $87,485-54.9% |
| Participation rate | 75.9% | 70.5%+5.5pp | 74.5%+1.5pp | 68.9%+7.0pp |
| Annual return | 12.61% | 18.03%-5.4pp | 147.54%-134.9pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,218 | $3,923-43.5% | $4,887-54.6% | $4,274-48.1% |
| Admin fee / account holder | $408 | $11,100-96.3% | $14,289-97.1% | $7,775-94.8% |