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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 | $45,380 | $97,020-53.2% | $83,327-45.5% | $135,380-66.5% |
| Participation rate | 95.8% | 80.4%+15.4pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | 2.92% | 12.31%-9.4pp | 10.64%-7.7pp | 519.81%-516.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,761 | $5,964-70.5% | $5,565-68.4% | $5,609-68.6% |
| Admin fee / account holder | $2,725 | $8,426-67.7% | $7,540-63.9% | $10,828-74.8% |