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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 | $45,699 | $91,537-50.1% | $130,045-64.9% | $75,173-39.2% |
| Participation rate | 73.0% | 71.5%+1.5pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | 24.01% | -631.55%+655.6pp | -137.30%+161.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,269 | $4,343-24.7% | $5,820-43.8% | $4,126-20.8% |
| Admin fee / account holder | $2,587 | $6,780-61.8% | $10,600-75.6% | $5,651-54.2% |