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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 | $46,460 | $68,880-32.5% | $120,580-61.5% | $80,959-42.6% |
| Participation rate | 87.5% | 61.7%+25.8pp | 72.0%+15.5pp | 67.7%+19.8pp |
| Annual return | 10.43% | 23.68%-13.2pp | 107.48%-97.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $364 | $5,785-93.7% | $9,418-96.1% | $6,925-94.7% |