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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 | $30,508 | $77,920-60.8% | $149,723-79.6% | $75,177-59.4% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 30.21% | 31.72%-1.5pp | 134.50%-104.3pp | 160.75%-130.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,840 | $3,411-16.8% | $5,682-50.0% | $4,126-31.2% |
| Admin fee / account holder | $1,402 | $5,951-76.4% | $13,215-89.4% | $5,651-75.2% |