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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 | $28,671 | $51,222-44.0% | $70,544-59.4% | $75,173-61.9% |
| Participation rate | 97.6% | 61.0%+36.6pp | 68.4%+29.2pp | 67.2%+30.4pp |
| Annual return | 18.69% | 30.06%-11.4pp | 32.79%-14.1pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,278 | $2,850-20.1% | $4,568-50.1% | $4,126-44.8% |
| Admin fee / account holder | $1,277 | $4,096-68.8% | $6,427-80.1% | $5,651-77.4% |