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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 | $43,266 | $105,200-58.9% | $159,474-72.9% | $85,847-49.6% |
| Participation rate | 72.8% | 75.8%-2.9pp | 82.8%-10.0pp | 69.3%+3.5pp |
| Annual return | 23.15% | 45.08%-21.9pp | 263.68%-240.5pp | 318.61%-295.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,793 | $5,946+81.5% | $7,353+46.8% | $3,952+173.1% |
| Admin fee / account holder | $1,322 | $6,934-80.9% | $10,802-87.8% | $6,261-78.9% |