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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 | $31,075 | $70,430-55.9% | $96,572-67.8% | $85,851-63.8% |
| Participation rate | 82.5% | 61.8%+20.7pp | 69.8%+12.7pp | 69.3%+13.2pp |
| Annual return | 12.27% | 18.58%-6.3pp | 37.79%-25.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,903 | $2,894+34.8% | $3,850+1.4% | $3,952-1.3% |
| Admin fee / account holder | $2,735 | $4,996-45.3% | $6,183-55.8% | $6,261-56.3% |