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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 | $34,108 | $100,003-65.9% | $146,685-76.7% | $85,856-60.3% |
| Participation rate | 70.0% | 73.1%-3.1pp | 80.1%-10.1pp | 69.3%+0.7pp |
| Annual return | 12.39% | 18.93%-6.5pp | 22.75%-10.4pp | 318.58%-306.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,914 | $4,006-52.2% | $5,507-65.2% | $3,952-51.6% |
| Admin fee / account holder | $632 | $7,704-91.8% | $10,281-93.9% | $6,261-89.9% |