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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 | $43,624 | $118,708-63.3% | $98,920-55.9% | $158,966-72.6% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 17.55% | 372.49%-354.9pp | 196.47%-178.9pp | 302.95%-285.4pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,651 | $5,089-28.3% | $4,245-14.0% | $5,983-39.0% |
| Admin fee / account holder | $25,747 | $10,134+154.1% | $6,643+287.6% | $11,250+128.9% |