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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 | $78,124 | $101,063-22.7% | $81,473-4.1% | $147,586-47.1% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 12.77% | 32.41%-19.6pp | 38.78%-26.0pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,130 | $4,242-49.8% | $3,537-39.8% | $5,439-60.8% |
| Admin fee / account holder | $539 | $5,812-90.7% | $4,561-88.2% | $10,886-95.1% |