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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 | $33,429 | $118,708-71.8% | $98,920-66.2% | $158,966-79.0% |
| Participation rate | 76.2% | 77.8%-1.6pp | 76.0%+0.2pp | 82.0%-5.8pp |
| Annual return | 8.39% | 372.49%-364.1pp | 196.47%-188.1pp | 302.95%-294.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,155 | $5,089-38.0% | $4,245-25.7% | $5,983-47.3% |
| Admin fee / account holder | $12,733 | $10,134+25.7% | $6,643+91.7% | $11,250+13.2% |