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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 | $94,436-58.2% | $115,599-65.8% | $82,637-52.2% |
| Participation rate | 75.9% | 70.4%+5.5pp | 74.3%+1.7pp | 68.1%+7.9pp |
| Annual return | 12.61% | 18.37%-5.8pp | 111.10%-98.5pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,218 | $3,955-43.9% | $4,889-54.6% | $4,126-46.2% |
| Admin fee / account holder | $408 | $10,328-96.1% | $12,841-96.8% | $7,339-94.4% |