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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 | $25,883 | $91,179-71.6% | $178,499-85.5% | $79,852-67.6% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 13.24% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,710 | $3,236-16.2% | $5,202-47.9% | $3,740-27.5% |
| Admin fee / account holder | $3,640 | $6,749-46.1% | $13,986-74.0% | $5,306-31.4% |