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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 | $46,116 | $72,177-36.1% | $115,037-59.9% | $59,633-22.7% |
| Participation rate | 71.8% | 72.6%-0.8pp | 81.4%-9.6pp | 68.7%+3.1pp |
| Annual return | 1.43% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.40%-2040.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,057 | $4,783+89.4% | $6,026+50.3% | $3,192+183.8% |
| Admin fee / account holder | $1,383 | $4,927-71.9% | $8,175-83.1% | $4,297-67.8% |