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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 | $33,665 | $71,215-52.7% | $93,696-64.1% | $80,935-58.4% |
| Participation rate | 80.9% | 60.4%+20.5pp | 68.7%+12.1pp | 67.7%+13.2pp |
| Annual return | 11.46% | 11.27%+0.2pp | 133.74%-122.3pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,103 | $4,037-47.9% | $4,417-52.4% | $4,299-51.1% |
| Admin fee / account holder | $1,210 | $6,958-82.6% | $8,287-85.4% | $6,924-82.5% |