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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 | $23,363 | $77,638-69.9% | $156,551-85.1% | $62,881-62.8% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.6pp | 69.3%+20.4pp |
| Annual return | 14.36% | 50.33%-36.0pp | 32.23%-17.9pp | 20.14%-5.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,542 | $3,046-49.4% | $4,871-68.3% | $3,203-51.8% |
| Admin fee / account holder | $3,100 | $5,561-44.3% | $13,028-76.2% | $4,296-27.8% |