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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 | $46,579 | $70,366-33.8% | $66,674-30.1% | $138,895-66.5% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 13.30% | 386.41%-373.1pp | 321.24%-307.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,923 | $4,374-33.2% | $4,084-28.4% | $6,396-54.3% |
| Admin fee / account holder | $1,809 | $5,262-65.6% | $5,098-64.5% | $12,562-85.6% |