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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 | $27,129 | $102,938-73.6% | $94,105-71.2% | $138,895-80.5% |
| Participation rate | 90.0% | 74.6%+15.4pp | 71.9%+18.1pp | 79.9%+10.1pp |
| Annual return | 15.16% | 250.28%-235.1pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,530 | $4,196-39.7% | $3,881-34.8% | $6,396-60.4% |
| Admin fee / account holder | $7,957 | $6,600+20.6% | $6,199+28.4% | $12,562-36.7% |