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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 | $41,635 | $49,177-15.3% | $79,467-47.6% | $64,173-35.1% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.1pp | 69.6%+2.7pp |
| Annual return | 1.81% | -1.16%+3.0pp | 718.30%-716.5pp | 7.63%-5.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,914 | $2,821+109.6% | $3,704+59.7% | $3,470+70.4% |
| Admin fee / account holder | $1,992 | $3,839-48.1% | $5,104-61.0% | $4,887-59.2% |