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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 | $30,598 | $103,038-70.3% | $90,324-66.1% | $152,909-80.0% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 20.00% | 95.25%-75.3pp | 78.15%-58.2pp | 345.46%-325.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,842 | $4,282-57.0% | $3,885-52.6% | $5,851-68.5% |
| Admin fee / account holder | $1,517 | $6,177-75.4% | $5,356-71.7% | $11,601-86.9% |