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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 | $43,236 | $156,616-72.4% | $133,346-67.6% | $198,609-78.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 12.81% | 44.25%-31.4pp | 36.85%-24.0pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,016 | $4,920-59.0% | $4,332-53.5% | $6,977-71.1% |
| Admin fee / account holder | $13,454 | $17,468-23.0% | $14,264-5.7% | $19,030-29.3% |