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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 | $74,356 | $98,240-24.3% | $82,312-9.7% | $147,586-49.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 10.78% | 30.85%-20.1pp | 25.88%-15.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,775 | $4,383-36.7% | $3,706-25.1% | $5,439-49.0% |
| Admin fee / account holder | $4,756 | $8,563-44.5% | $5,608-15.2% | $10,886-56.3% |