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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 | $33,164 | $77,908-57.4% | $149,696-77.8% | $75,173-55.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.64% | 31.73%-16.1pp | 134.46%-118.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,850 | $3,411+42.2% | $5,682-14.6% | $4,126+17.5% |
| Admin fee / account holder | $4,019 | $5,950-32.4% | $13,212-69.6% | $5,651-28.9% |