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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 | $31,684 | $91,198-65.3% | $178,503-82.3% | $79,856-60.3% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.9pp | 69.6%+3.4pp |
| Annual return | 10.43% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $913 | $3,237-71.8% | $5,202-82.4% | $3,741-75.6% |
| Admin fee / account holder | $4,551 | $6,748-32.6% | $13,987-67.5% | $5,306-14.2% |