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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 | $65,681 | $98,766-33.5% | $149,730-56.1% | $79,852-17.7% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.5%-8.0pp | 69.6%+4.8pp |
| Annual return | 13.22% | 27.43%-14.2pp | 276.70%-263.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,284 | $5,681-24.6% | $6,843-37.4% | $3,740+14.5% |
| Admin fee / account holder | $2,210 | $6,052-63.5% | $9,310-76.3% | $5,306-58.4% |