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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 | $35,910 | $95,406-62.4% | $185,849-80.7% | $85,847-58.2% |
| Participation rate | 74.5% | 68.8%+5.8pp | 81.7%-7.2pp | 69.3%+5.2pp |
| Annual return | 13.40% | 23.59%-10.2pp | 122.10%-108.7pp | 318.61%-305.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,571 | $3,424-54.1% | $5,569-71.8% | $3,952-60.3% |
| Admin fee / account holder | $803 | $7,214-88.9% | $16,244-95.1% | $6,261-87.2% |