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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 | $27,115 | $124,346-78.2% | $111,306-75.6% | $167,553-83.8% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 13.85% | 37.46%-23.6pp | 54.67%-40.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,336 | $5,182-54.9% | $4,488-47.9% | $6,343-63.2% |
| Admin fee / account holder | $888 | $10,623-91.6% | $7,966-88.8% | $12,316-92.8% |