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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 | $36,661 | $69,541-47.3% | $59,899-38.8% | $135,380-72.9% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.7%+2.2pp | 82.6%-5.7pp |
| Annual return | 4.49% | 7.95%-3.5pp | 3.46%+1.0pp | 519.81%-515.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,914 | $4,206-54.5% | $3,402-43.7% | $5,609-65.9% |
| Admin fee / account holder | $4,632 | $5,737-19.3% | $3,592+29.0% | $10,828-57.2% |