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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 | $34,669 | $110,093-68.5% | $97,295-64.4% | $145,897-76.2% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 12.07% | 244.76%-232.7pp | 75.62%-63.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,636 | $4,678-43.6% | $4,264-38.2% | $6,689-60.6% |
| Admin fee / account holder | $2,831 | $6,212-54.4% | $5,646-49.9% | $13,390-78.9% |