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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 | $42,388 | $65,027-34.8% | $90,970-53.4% | $79,852-46.9% |
| Participation rate | 91.7% | 61.6%+30.1pp | 69.0%+22.7pp | 69.6%+22.0pp |
| Annual return | 10.37% | 30.45%-20.1pp | 134.58%-124.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,165 | $2,512-13.8% | $3,373-35.8% | $3,740-42.1% |
| Admin fee / account holder | $1,468 | $4,535-67.6% | $5,960-75.4% | $5,306-72.3% |