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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 | $35,392 | $69,230-48.9% | $64,085-44.8% | $139,427-74.6% |
| Participation rate | 78.3% | 75.6%+2.7pp | 72.3%+6.0pp | 80.3%-2.1pp |
| Annual return | 13.18% | 45.89%-32.7pp | 33.69%-20.5pp | 373.27%-360.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,607 | $4,681-22.9% | $3,881-7.1% | $6,711-46.2% |
| Admin fee / account holder | $767 | $4,246-81.9% | $3,069-75.0% | $11,404-93.3% |