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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 | $72,807 | $87,059-16.4% | $105,608-31.1% | $80,925-10.0% |
| Participation rate | 70.0% | 70.4%-0.4pp | 75.3%-5.3pp | 67.7%+2.3pp |
| Annual return | 12.24% | 17.05%-4.8pp | 116.50%-104.3pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,002 | $3,986-24.7% | $5,010-40.1% | $4,299-30.2% |
| Admin fee / account holder | $773 | $8,443-90.8% | $11,028-93.0% | $6,940-88.9% |