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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 | $64,893 | $101,063-35.8% | $81,473-20.3% | $147,586-56.0% |
| Participation rate | 73.3% | 74.5%-1.1pp | 68.0%+5.4pp | 82.8%-9.5pp |
| Annual return | 10.46% | 32.41%-21.9pp | 38.78%-28.3pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,845 | $4,242+132.1% | $3,537+178.4% | $5,439+81.0% |
| Admin fee / account holder | $875 | $5,812-84.9% | $4,561-80.8% | $10,886-92.0% |