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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 | $36,299 | $56,116-35.3% | $135,768-73.3% | $86,983-58.3% |
| Participation rate | 74.1% | 60.1%+13.9pp | 71.1%+3.0pp | 69.5%+4.5pp |
| Annual return | 18.42% | 125.33%-106.9pp | 526.10%-507.7pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,287 | $2,690+22.2% | $3,977-17.3% | $4,194-21.6% |
| Admin fee / account holder | $688 | $4,314-84.0% | $7,048-90.2% | $7,856-91.2% |