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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 | $31,620 | $41,377-23.6% | $109,313-71.1% | $62,881-49.7% |
| Participation rate | 91.9% | 57.5%+34.4pp | 71.3%+20.6pp | 69.3%+22.6pp |
| Annual return | 5.12% | 11.05%-5.9pp | 22.07%-17.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,151 | $2,045-43.7% | $3,166-63.7% | $3,203-64.1% |
| Admin fee / account holder | $1,718 | $2,884-40.4% | $5,666-69.7% | $4,296-60.0% |