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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 | $60,211 | $60,442-0.4% | $96,754-37.8% | $87,485-31.2% |
| Participation rate | 71.4% | 58.7%+12.7pp | 70.3%+1.2pp | 68.9%+2.5pp |
| Annual return | 14.44% | 21.97%-7.5pp | 82.04%-67.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,694 | $3,280-48.4% | $4,758-64.4% | $4,274-60.4% |
| Admin fee / account holder | $2,996 | $5,069-40.9% | $8,905-66.4% | $7,775-61.5% |