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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 | $33,850 | $83,908-59.7% | $68,509-50.6% | $125,389-73.0% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | 3.03% | 14.48%-11.4pp | 8.27%-5.2pp | 282.24%-279.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,028 | $4,125+215.8% | $3,382+285.2% | $5,352+143.4% |
| Admin fee / account holder | $15,651 | $8,982+74.2% | $5,275+196.7% | $9,541+64.0% |