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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 | $43,723 | $105,198-58.4% | $159,455-72.6% | $85,856-49.1% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.8%-11.9pp | 69.3%+1.6pp |
| Annual return | 14.03% | 45.08%-31.0pp | 263.63%-249.6pp | 318.58%-304.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,233 | $5,946+4.8% | $7,353-15.2% | $3,952+57.7% |
| Admin fee / account holder | $579 | $6,934-91.7% | $10,800-94.6% | $6,261-90.8% |