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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 | $35,229 | $77,901-54.8% | $149,717-76.5% | $75,181-53.1% |
| Participation rate | 70.2% | 65.6%+4.6pp | 78.8%-8.6pp | 67.2%+3.0pp |
| Annual return | 18.00% | 31.73%-13.7pp | 134.41%-116.4pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,665 | $3,411-51.2% | $5,682-70.7% | $4,126-59.6% |
| Admin fee / account holder | $1,369 | $5,949-77.0% | $13,213-89.6% | $5,650-75.8% |