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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 | $33,186 | $91,179-63.6% | $178,499-81.4% | $79,852-58.4% |
| Participation rate | 91.2% | 69.2%+22.0pp | 81.9%+9.2pp | 69.6%+21.5pp |
| Annual return | 18.90% | 24.19%-5.3pp | 151.10%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,756 | $3,236-14.8% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $1,494 | $6,749-77.9% | $13,986-89.3% | $5,306-71.8% |