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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 | $40,112 | $64,311-37.6% | $57,356-30.1% | $125,389-68.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 75.1%-3.7pp | 83.2%-11.8pp |
| Annual return | 0.69% | 25.14%-24.5pp | 24.41%-23.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,525 | $3,846-8.4% | $3,162+11.5% | $5,352-34.1% |
| Admin fee / account holder | $680 | $5,243-87.0% | $3,357-79.7% | $9,541-92.9% |