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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 | $68,744 | $75,541-9.0% | $152,093-54.8% | $82,637-16.8% |
| Participation rate | 77.2% | 66.5%+10.7pp | 77.8%-0.6pp | 68.1%+9.1pp |
| Annual return | 20.61% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,635 | $3,206-49.0% | $5,451-70.0% | $4,126-60.4% |
| Admin fee / account holder | $1,323 | $6,405-79.3% | $14,497-90.9% | $7,339-82.0% |