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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 | $38,601 | $93,589-58.8% | $135,942-71.6% | $75,181-48.7% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,684 | $6,405-26.9% | $7,759-39.6% | $4,126+13.5% |
| Admin fee / account holder | $1,016 | $6,977-85.4% | $10,764-90.6% | $5,650-82.0% |