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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 | $31,813 | $118,708-73.2% | $98,920-67.8% | $158,982-80.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 10.34% | 372.49%-362.2pp | 196.47%-186.1pp | 302.99%-292.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,993 | $5,089-60.8% | $4,245-53.1% | $5,983-66.7% |
| Admin fee / account holder | $4,405 | $10,134-56.5% | $6,643-33.7% | $11,252-60.8% |