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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 | $42,065 | $50,554-16.8% | $67,681-37.8% | $87,485-51.9% |
| Participation rate | 98.2% | 67.7%+30.5pp | 73.7%+24.5pp | 68.9%+29.3pp |
| Annual return | 14.20% | 17.81%-3.6pp | 590.58%-576.4pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,652 | $2,961-44.2% | $3,976-58.4% | $4,274-61.3% |
| Admin fee / account holder | $656 | $4,132-84.1% | $6,100-89.3% | $7,775-91.6% |